Latest news with #NextBestAction
Yahoo
10-06-2025
- Business
- Yahoo
WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
NEW YORK, June 10, 2025--(BUSINESS WIRE)--Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest's commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. As the industry evolves, OneVest's modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market. Recognized by the Industry That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards: Client Onboarding/New Account Opening – Digital Onboarding Platform Innovation Platforms – Next Best Action Powered by AI These honors validate OneVest's leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity. A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space. Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the "Work Smarter, Not Harder: AI's Role in Operational Excellence" panel held on Tuesday, June 10 at 2:50–3:30 PM ET. The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment. Orchestrating the Entire Wealth Stack OneVest's platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance. An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations. These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work. Streamlined Advisor Onboarding for Growing Firms OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent. Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it's a costly and inconsistent experience that strains transition teams and jeopardizes client retention. OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed. About OneVest OneVest is a financial technology company on a mission to Power the World's Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. For more information, please visit View source version on Contacts Tina Tulipress@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-05-2025
- Business
- Yahoo
Axtria Releases New Customer Engagement Planning and Execution Benchmarking Study for Life Sciences
Study reveals increased automation, trust in NBA programs, and growing adoption of dynamic targeting among leading U.S. life sciences organizations BERKELEY HEIGHTS, N.J., May 8, 2025 /PRNewswire/ -- Axtria Inc., an AI-first data analytics innovator transforming life sciences, today released the findings of its new Customer Engagement Planning and Execution Benchmarking Study. The study, based on anonymized data from 16 leading U.S. life sciences companies and over 8,300 field representatives across 57 business units, presents an in-depth view of evolving customer engagement strategies and operational execution practices. "Life sciences companies are clearly accelerating their shift toward intelligent, data-driven engagement," said Asheesh Sharma, Head of Commercial Excellence at Axtria. "This study offers a valuable pulse on how commercial organizations are rethinking execution strategies by embracing automation, boosting trust in AI recommendations, and progressively adopting dynamic approaches to targeting and planning." Key Highlights from the Study: Omnichannel Engagement Maturity: In 2024, 20% of companies with omnichannel programs have fully scaled engagement platforms at an advanced stage—more than double the 9% reported in 2023. This growth is underpinned by stronger cross-functional collaboration and a strategic pivot—80% of surveyed companies now prioritize automation across key functions to drive omnichannel execution. Next Best Action (NBA): Only 44% of companies that have implemented NBA programs say their reps trust the recommendations. Dynamic Targeting Gains Traction: Adoption of dynamic targeting among large pharmaceutical companies rose from 17% in 2023 to 25% in 2024, with 75% of these being refreshed monthly to adapt to the changing market dynamics. Call planning: Reps average six HCP calls per day, with oncology reps recording the lowest call volumes—reflecting the complexity and specialized nature of their engagements. Segmentation and Targeting Practices: 64% of business units refresh customer segments quarterly, though adoption of advanced segmentation using AI/ML models remains limited to 17%. Axtria's benchmarking study serves as a vital tool for commercial operations and brand strategy teams aiming to align with industry-leading practices in omnichannel execution, segmentation, and field rep enablement. About Axtria's Products and Solutions Axtria is proud to work with 16 of the top 20 life sciences companies, globally. From our roots as a trusted consultant to our status as one of the world's leading providers of cloud-based pharmaceutical management software, Axtria powers digital transformations in life sciences. Our experts call upon years of domain experience in the industry to guide pharma giants from brand launches to retirement. Our products go even further. Axtria is our agentic platform, featuring more than 30 agents, apps, and APIs, along with a full experimentation environment to find the perfect solution for unique business challenges. Axtria SalesIQ™ helps optimize field forces and provider engagements. Axtria CustomerIQ™ leverages AI-enabled next-best-action omnichannel choices. Axtria MarketingIQ™ turns investment analyses into pinpoint strategies. And Axtria DataMAx™ and DataMAx™ for Emerging Pharma is the data management framework that pulls it all together with best-in-class security and integration. About Axtria Axtria helps life sciences companies harness the potential of data science and software to improve patient outcomes by connecting the right therapies to the right patients at the right time. The company is a leading global provider of award-winning cloud software and data analytics to the life sciences industry. We're proud to deliver proven solutions that help pharmaceutical, medical device, and diagnostics companies complete their journey from data to insights to action, enabling them to earn superior returns on their investments. As a participant in the United Nations Global Compact, Axtria is committed to aligning strategies and operations with universal principles on human rights, labor, environment, and anti-corruption, and taking actions that advance societal goals. For more information, please visit View original content to download multimedia: SOURCE Axtria, Inc.
