About This Show
A Financial Professional’s Guide to Marketing, Branding, and Business Building
On Pitch is your source for information to help grow your business, including how-to guides, interviews with thought leaders, and industry analysis – all tailored to a financial audience. In this complex and rapidly changing industry, we aim to help you strike the right chord with your audience.
Most Recent Episode
Customer Relationship Automation: The Use of Machine Learning to Improve Audience Engagement
Curious about how machine learning can strengthen adviSor-client relationships? In this podcast, President and CEO Jeremy Floyd interviews Chief Product Officer Patrick Hunt about the ins and outs of machine learning. This is a great listen for brushing up on your techie terminology (“machine learning” vs. “AI,” “natural language processing,” and more) and exploring how Finworx uses machine learning to improve experiences and outcomes for advisors and their clients.