Digital Digest: The Latest Tech News

The latest technology news in the wealth management sector from around the world.

WealthReach WealthReach, an AI-powered organic growth platform for RIAs, has integrated its platform with SageContent, a video content platform for financial advisors.

The integration automatically converts advisor-produced videos into blog posts and transcripts published on the advisor's own website, so that they can be searched and cited by Google and AI platforms such as ChatGPT, Claude and Perplexity.

The tool works in both directions. WealthReach's content intelligence identifies topics based on what a firm's target audience is searching for, which advisors can push into SageContent to generate a video script. Video produced through SageContent is then converted by WealthReach into text-based website content.

WealthReach also offers a tool called Convert, which uses an on-site pixel to identify visitors engaging with an advisor's video content and the topics they are viewing, which the firm uses as a basis for follow-up outreach.

A few days ago, WealthReach announced it has acquired AdvisorRankings, a search engine optimization and AI search optimization agency. Advisor Rankings only works with financial advisors. The deal highlights a crucial business area of advisors using technology to build a pipeline of prospective clients and become more visible in online searches, in the battle to attract eyes on screens.