How to Use Algorithms to Choose Investment Products with Craig Stiles of Ameriprise Financial Services
Bottom Line I.T. with Mike Maddox
RECORDED at ASK
December 17, 2019
To hear Mike and Craig discuss his solution to quickly wading your way through thousands of financial products, click play on the PodCasts shared below:
Hey, financial planners! Wouldn’t it be nice if you could snap your fingers and suddenly have a neat list of investment products that are the perfect fit for your client? Craig Stiles, managing director of Ameriprise Financial Solutions, can’t promise you that. However, his solution to quickly wading your way through thousands of financial products is pretty darn close!
In this episode of Bottom Line IT, host Mike Maddox sits down with Craig Stiles to discuss his game-changing software that makes determining which financial products are best for your clients a whole lot easier!
When you consider how many factors financial planners need to juggle (from interest rates, to risk assessment, market changes, and so on), you begin to realize how significant it is to have a powerful algorithm to help you narrow down the options!
The best part? This all started from an excel spreadsheet Craig had created early in his career! The story of how that eventually morphed into a full-fledged software? --You’ll have to tune into the episode to find out!