Fitting Patterns: Apps that Bridge Human Expertise and AI Efficiency to Improve Your Financial Life

Financial Planners


Millennials, Gen Z, and Gen Alpha are growing up in a world very different from that of their parents and grandparents. Rapid technological advances and societal change create economic challenges unique to these generations. Now that your income has peaked and you are starting to plan for your future, you are entering a critical stage as you feel that you have no good financial options. Pattern Financial is working to change that.

A millennial himself, Christian Maynard Philippe has been through the same financial hardships that his contemporaries face on a daily basis. But she’s built an amazing curriculum in the world of finance over the past decade, and when she left her position as chief compliance officer at CashApp Investing, she had a special qualification to do something about it. There was Inspired by the challenges of bridging the gaps created by the financial industry’s inability to adapt fast enough, she decided to found her Pattern Financial in late 2020.

Image Credits: Pattern Financial

Backed by venture platform 25madison, Pattern Financial has developed Pattern, an AI-enhanced mobile app that helps clients reach their financial goals. This app connects clients with genuine financial advisors who are uniquely qualified to maximize the value of their assets. This means that Pattern is not just another robo-advisor, it combines human expertise and AI to provide customized investment management and financial planning services.

Combining technology efficiency with human expertise is the value proposition the pattern team chose to bet on. With 65% of Millennials and Gen Z not only liking digital communication, but also expecting personalized interactions, team bets are likely to pay off well. The platform combines the best of both worlds, giving users visibility into their financial situation, improving their financial literacy, and transforming it into a personalized digital experience at their fingertips.

Pattern’s approach may be particularly appealing to younger generations, but it’s a great option for those who want access to a financial advisor without spending a fortune. The app’s membership model allows customers to provide access to a top-notch Certified Financial Her Planner at a fraction of the cost. This is possible by leveraging technology to streamline communications, automate certain tasks, and reduce operational costs, not quality.

So what exactly can Pattern’s financial tools and advisors do for clients? Pretty much everything traditional investment and robo-advisors can do. Whether your goal is to start a business or save for retirement, Patterns can help you find the perfect strategy to make it happen. If the client is not satisfied with the recommended strategy, a new strategy can be considered with a financial advisor.

Pattern’s soon-to-be-launched integration of alternative assets will also be an excellent option for clients looking to diversify their portfolios. S&P Global estimates he will have $23 trillion in alternative assets under management by 2026. This is an increase of over 230% compared to 2019. We expect this trend to continue as investors flock to innovative tools to achieve their financial goals.

Already on the App Store and Google Play, Pattern is invite-only for now. However, his Benzinga readers interested in early access can use the invite code GRITDAILY. With a financial revolution powered by technologies such as cryptocurrencies, DeFi and AI, Pattern’s innovative platform could be just what is needed to navigate the rapidly changing regulatory landscape, making investments more accessible to securities investors. Protection measures such as the Protection Corporation (SIPC) will ensure protection. up to $500,000).

This post was written by an external contributor, does not represent the opinion of Benzinga, and has not been edited for content. This content includes sponsored advertising content and is for informational purposes only and is not intended as investment advice.



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