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The combined firms will represent a powerhouse in the application of natural language processing and machine learning across multiple industries, with initial focus on financial services.
The latest report from Backend Benchmarking found that some digital advice firms, including Wealthsimple and M1 Finance, actually improved their performance and funding during COVID-19.
The COVID-19 pandemic has only accelerated the trend of the need for digital engagement between wholesalers and financial advisors, according to a J.D. Power study.
Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.
