Independent Advisor • 1 Advisor
From 50 to 200 Clients: Scaling with AI
How one independent advisor used Investipal to scale their practice from 50 to 200 clients while maintaining personal service.
65% Growth
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Success Stories from Our Clients
Discover how financial advisors and firms are transforming their practices with Investipal's AI-powered platform
Featured Case Study
How Merrill Lynch Advisors Increased Efficiency by 80%
A team of 15 advisors at Merrill Lynch transformed their practice using Investipal's AI-powered platform, reducing manual work and improving client satisfaction.
Financial Services • 15 Advisors • 80% Efficiency Gain
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More Success Stories
Wealth Management Firm • 25 Advisors
Standardizing Operations Across Multiple Offices
A multi-office wealth management firm standardized their processes and improved client onboarding efficiency.
90% Faster Onboarding
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Financial Planning Practice • 3 Planners
Comprehensive Planning with AI Assistance
A financial planning practice enhanced their service offerings and client engagement using Investipal's planning tools.
40% More Plans
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Insurance Advisory • 8 Advisors
Streamlining IUL and Annuity Planning
An insurance advisory firm automated their IUL and annuity planning process, reducing errors and improving client outcomes.
75% Time Saved
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Enterprise Firm • 100+ Advisors
Measurable ROI: 300% Return on Investment
A large enterprise firm achieved significant ROI through improved efficiency, reduced compliance costs, and increased advisor productivity.
300% ROI
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Client Experience • 500+ Clients
Improving Client Satisfaction Scores
How Investipal helped advisors improve client satisfaction scores through better communication and personalized service.
95% Satisfaction
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