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ASSETLINK
AssetLink (fka DFD) is a vertical AI company, that unlocks the data for the wealth management ecosystem. Our mission is to provide intelligence, where firms need it, to increase efficiency and allow them to grow faster than ever before. AssetLink leverages patent pending technology to make investment firms data AI ready. Using AI to unlock the power of firm’s data have uncovered use cases from client relationship intelligence, next best action, sales enablement, investment diligence and distribution intelligence for some of the largest firms in the industry.
Specialties:
data, ai, business development, and lead generation
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