HNW individual advice firm partners with 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...