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May 14, 2024
The collaboration will empower financial advisors with AI-powered lead generation as a benefit of The College’s Professional Recertification Program
KING OF PRUSSIA, PA – May 14, 2024 – The American College of Financial Services is proud to announce its strategic partnership with Couplr.AI, a leading provider of AI-powered matchmaking solutions for financial advisors and clients. This partnership offers free advisor profiles for potential consumer matching to all designees in The College’s Professional Recertification Program (PRP). These professionals already have access to innovative tools like The College’s Knowledge Hub+ continuing education platform and marketing toolkits to enhance their practice and professional lives.
The PRP is designed for designees in good standing, ensuring the active status of their credential(s) while providing access to tools, platforms, and programs. With the integration of Couplr.AI's proprietary algorithm, PRP designees can potentially take advantage of a technology platform facilitating meaningful connections with potential clients based on mutual interests and needs.
The College is the exclusive designation-conferring institution or organization that can offer free profiles for Couplr.AI’s technology.
"In today's rapidly evolving financial landscape, it's essential for professionals to leverage cutting-edge technologies to thrive in their practice,” said Jared Trexler, senior vice president and chief marketing and strategy officer at The American College of Financial Services. “Couplr.AI's innovative approach aligns perfectly with our commitment to supporting our lifelong learners."
Couplr uses AI and data science to learn more about what consumers and advisors are looking for in their professional relationship and best matches financial advisors with the ideal potential clients across a variety of human and financial dimensions, fostering stronger relationships and helping to increase advisor success rates. The integration of Couplr.AI's functionality within The College's My Learning Hub will enable PRP designees to access this innovative tool seamlessly.
College designees in good standing can opt-in to the partnership by visiting their Learning Hub (hub.theamericancollege.edu), viewing the "My Designations & Certifications" page from the menu, and clicking the button to share information with Couplr.
“Couplr.AI is all about making connections for financial professionals with consumers, potential clients, that they can aid in their financial journey,” said Derek Notman, founder and CEO, Couplr.AI. “The level of expertise possessed by the alumni network of The American College of Financial Services is unparalleled and we are proud to be a connector for their continued success.”
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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
ABOUT COUPLR.AI
The Couplr.AI fintech client acquisition solution was specifically built for financial companies and their financial advisors. Couplr is a byproduct of frustration, first-hand experience, need, potential, data science, and the human connection. Financial advisors and the companies they represent want to help as many clients as possible, but with up to 90% of advisors failing in the first three years this is a constant challenge, yet also a huge opportunity. After 18+ years in the financial services industry as an advisor, founder Derek Notman saw one pivotal issue: a lack of empathy and trust in professional financial relationships, especially for people looking to hire a financial advisor. In other words, lead generation was broken. Knowing that human connection was foundational to success, Derek started the journey to find a solution that truly works. A smart fintech solution matching clients and financial advisors. The result feels magical, but are based on financial psychology, behavioral finance, and math. For more information, visit www.couplr.ai.
Contact
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
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