HNW individual advice firm partners with Multiply AI

OCM Wealth Management will use AI to roll out a new AR business model

Isabel Baxter
clock • 1 min read

High net worth (HNW) individual advice firm OCM Wealth Management has collaborated with financial advice technology provider Multiply AI.

Through the partnership, OCM Wealth Management will incorporate Multiply's artificial intelligence (AI) to expand access to its services by automating aspects of the onboarding and annual review processes for clients in the accumulation stage. Additionally, the firm plans to roll out a new appointed representative (AR) business model to expand its operations nationally through the introduction of generative AI. Multiply AI said the work it is focused on with OCM is anticipated to cut the time spent onboarding clients in the accumulation phase of their life cycle, looking for advice on...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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