Uprise Embedded
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What is Uprise Embedded?
Premium, an AI-powered financial advisory platform that offers a personalized financial optimization engine. Backed by certified financial advisors, Premium helps users from trusted financial institutions to successfully cross-sell products at the right moment with one click. Partners can increase revenue per user by over 66%, gaining insights into customers' full financial picture to tailor their services effectively. By automating regulatory compliance and offering concierge services for comprehensive financial planning, Premium ensures a seamless and secure user experience. With flexible integration options and white-label solutions, partners can customize their offerings quickly. Combining the magic of AI with human touch, Premium is revolutionizing financial advisory services.
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👍Matt's Pick - This tool was selected as one of Matt's Picks!
Note: Matt's picks are tools that Matt Wolfe has personally reviewed in depth and found it to be either best in class or groundbreaking. This does not mean that there aren't better tools available or that the alternatives are worse. It means that either Matt hasn't reviewed the other tools yet or that this was his favorite among similar tools.
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