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Using Predictive Life Events Data in Financial Services with Robert Kirk

· CRM Unlocked

Guest:Robert Kirk

It's human nature to hope for the best and avoid contemplating the worst. But in reality, no one is immune to the trials and tribulations of life. And yet, people don't plan for bad things to happen, and those who provide advice don't like to talk about them. But what if there's a way we could identify life events that might negatively impact our finances? In this episode, Sanjeev and Ali talk with Robert Kirk, Founder and CEO at InterGen Data. Robert is a financial services industry executive with over 30 years of experience. Throughout his career, Robert has developed business-aligned solutions built around the fast-paced evolution of technology and innovation. At InterGen Data, Robert is responsible for establishing, growing, and providing proprietary AI-machine-based learning that helps companies identify when their clients are likely to have important life events occur, what they could be, and how much of a financial impact each could represent. Knowing that a life event could have a tremendous financial impact on a person's life, Robert talks with Sanjeev and Ali about how AI-based machine learning can help banks, financial service companies, and insurance companies predict a

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