The most common source of mistakes today is not the failure to find the right answer. It is the failure to find the right person (advisor) to ask the question...
From medical to financial to legal matters, employees today do not always have the right advisor which is best suited for their individual (or family) needs. Moreover, each professional advisor has their own practice attributes and associated requirements which may create their own challenges. For example a financial advisors might have a "minimum" asset level and/or a regional practice area which may exclude an employee(s). The same or similar could be true for a retirement advisor, a legal advisor, etc.
We provide benefits plan providers, plan sponsors and plan participants with proprietary, patented AI based technology on supporting the attributes that drives value for them. In essence, we help clients achieve extraordinary results as we work with them side by side to reinvent the way they provide and receive benefits.
Artificial Intelligence technology, while emerging among many employer sponsored benefits plans, promises to boost the collaboration and "trust" factor, increase cost efficiencies, and improve transparency and data sharing between ecosystems participants - such as financial professionals (planners, advisors, counsellors, etc.) and individual employees.
Our solutions are based on Intellectual Property (IP) and are US Patented. Moreover each solution is customized at the organization level, irrespective of size and industry, as well as to the needs of each individual employee.
AN APPARATUS AND METHOD FOR OBJECTIVELY MATCHING PROFESSIONAL SERVICES IN AN ON-LINE OR COMPUTER-BASED ENVIRONMENT