Faircourt Partners and Dream Forward announce partnership to bring AI to $500 million in retirement plan assets
By: Dream Forward
NEWARK, N.J. - April 23, 2019 - PRLog -- Dream Forward is proud to announce a first-of-its-
Dream Forward is providing a unique texting-based AI to engage with Faircourt Partners' retirement plan participants. Faircourt Partners is a fast-growing retirement plan advisor serving large and medium-sized retirement plans throughout the nation. Faircourt Partners has identified a client need for faster and more consumable customer service for participants. In order to meet this need, Faircourt will be offering their clients an AI-based chat tool that can talk to employees about general retirement saving tenets, answer administrative questions, unpack industry terminology, and discuss competing financial goals. Faircourt clients can access the AI 24/7 via texting a phone number.
According to Founding Partner Charlie Waddell, "Faircourt Partners is an innovative retirement practice dedicated to maximizing the user experience. We wanted to bring cutting-edge technology to our client base to improve participant outcomes. This partnership puts our service model ahead of the curve when it comes to providing participants with the tools necessary to create long-term wealth."
Brendan Sweet, Co-Founder of Dream Forward, echoed that enthusiasm, stating, "We're a big believer in using artificial intelligence to support financial advisors, not replace them. We couldn't be more excited to be working with Charlie and the team at Faircourt to develop the advisor experience of the future, today."
This new texting-based AI technology will be rolled out to Faircourt Partners' clients throughout the year.
About Faircourt Partners, LLC:
Faircourt Partners, LLC is an independent registered investment advisory firm focused exclusively on the corporate retirement planning industry. As a fiduciary, Faircourt provides the full suite of institutional investment consultancy and retirement plan advisory services to clients that range from large private equity firms to non-profits, schools, and small businesses.
About Dream Forward Solutions, Inc.:
Dream Forward is an innovative new 401(k) provider that sells SMBs low-cost, turnkey 401(k) plans. Dream Forward has also built the first-ever retirement-focused chatbot AI to help employees stay on track for retirement. This unique retirement chatbot is offered in Dream Forward's proprietary SMB 401(k) plan solution and as licensed to third parties such as Faircourt Partners.