USAA: Automating Personalization in Wealth Management

August 20, 2015
USAA Chief Innovation Officer, Zachary Gipson, discusses innovative technology impacting Wealth Management, specifically USAA's partnership with Narrative Science and their utilization of Quill Portfolio Review.
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Quill Portfolio Review
Quill Portfolio Review

Quill Portfolio Review provides custom portfolio and performance reports on demand so financial advisors can...

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Quill Portfolio Review for Wealth Management
Quill Portfolio Review for Wealth Management

Narrative Science Quill automatically generates portfolio reviews - giving financial advisors key discussio...