American College strikes AI advisor matchmaking partnership

The nonprofit educational institution is helping advisors find prospective clients through an exclusive tech collaboration.

The American College of Financial Services is looking to help growth-focused advisors with their lead generation efforts through a landmark collaboration.

The nonprofit educational institution unveiled a strategic partnership with Couplr.AI to integrate AI-driven lead generation into its Professional Recertification Program, providing its designated advisors with an additional avenue to grow their professional practice and client connections.

Under the collaboration, advisors enrolled in the American College’s recertification program will gain access to free profiles for potential consumer matching, complementing existing resources such as the College’s Knowledge Hub+ continuing education platform and marketing toolkits.

The recertification program is designed to maintain the credentials of advisors in good standing, providing access to various resources and platforms. The inclusion of Couplr.AI’s proprietary algorithm aims to facilitate meaningful connections between advisors and client prospects based on shared interests and needs.

“In today’s rapidly evolving financial landscape, it’s essential for professionals to leverage cutting-edge technologies to thrive in their practice,” Jared Trexler, senior vice president and chief marketing and strategy officer at the American College of Financial Services, said in a statement.

“Couplr.AI’s innovative approach aligns perfectly with our commitment to supporting our lifelong learners,” Trexler said.

Couplr.AI utilizes artificial intelligence and data science to understand the preferences of both consumers and advisors, matching them based on multiple dimensions. The fintech’s matchmaking AI functionality has been integrated within the College’s My Learning Hub, allowing PRP designees to access these tools seamlessly.

With the partnership, the American College is currently the only designation-conferring institution that can offer financial advisors free profiles for Couplr.AI’s technology.

“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 of 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,” he said.