The latest news on investment offerings, financial products and other services relevant to wealth advisors and their clients.

Refinitiv, the market data provider, has inked a new strategic agreement with Vestorly, an artificial intelligence-driven content curation and marketing platform. The partnership will provide wealth management firms and advisors with personalised content and marketing tools.

Customers can use Vestorly’s content streams alongside Refinitiv’s Workspace for Wealth Advisors using their own data on customer interests, hobbies, retirement plans, and financial holdings to fuel digital communications and build deeper customer relationships, Refinitiv said in a statement yesterday. 

“We’ve seen a significant uptick in requests for AI solutions that provide relevant, timely content for internal and external communications to maintain a feeling of connection and engagement. Our agreement with Vestorly will provide our clients with more impactful digital content solutions as they look to build more personalised and impactful relationships in a virtual environment,” Charles Smith, global head of investor services, wealth management, Refinitiv, said.

“We believe that our agreement with Refinitiv will improve the level of marketing and client engagement tools they can now offer. Our AI-driven technology surfaces manage top content from across the web and represents a powerful addition to Refinitiv’s broad array of digital tools,” Ralph Pahlmeyer, CEO of Vestorly, said. 

Vestorly Intelligence Center™ dashboard organises content libraries and manages account features to provide users with control over what content and topics to prioritize at the organisational level.