How Is IDT Unique
Driven by educational process
- Typically requires several hours or more.
- Advisor researches articles, worksheets, and comparison tables from multiple sources.
- Dependent on Advisor’s knowledge and experience.
- Advisor is challenged to identify and weigh all factors.
- Quality of advice/recommendations can vary due to inconsistent process.
- Client may lack the confidence to move forward to implement recommendations.
- Challenging for Advisor to create professional and compliant deliverables.
- Client’s experience can be uneven.
INTELLIGENT DECISION TOOLS™
AI driven solution
- Takes only a few minutes or less typically.
- Push Knowledge Engineering presents the Advisor with relevant strategies, related information and pros & cons.
- Guides Advisor through intuitive interactive Q&A process.
- Analyzes all relevant factors: Qualitative & Quantitative.
- Consistency of process assured due to strategies being ranked in descending order from the closest match.
- Clear guidance including strategy overviews, pros & cons and implementation steps.
- Professional deliverable seamlessly created that’s compliant and comprehensive.
- Consistently exceptional Client experience!