News & Events

News & Events

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Jan 24, 2026

Jan 24, 2026

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In the News: WealthManagement.com, Complete AI Training Cover Relationship AI Launch

Datalign’s Relationship AI is gaining industry attention for transforming how financial advisors prepare for prospect conversations. Recently featured by WealthManagement.com and Complete AI Training, the launch highlights a faster, more contextual approach to advisor productivity and client acquisition.

IN THE NEWS
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IN THE NEWS
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IN THE NEWS
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Our team recently launched Relationship AI, an intelligence solution that delivers comprehensive client briefings to advisors—giving them a context-rich view of every prospect—scannable in 30 seconds. Built on Datalign's proprietary knowledge graph of over 200 million Americans, this AI-powered feature goes beyond basic profile data to highlight money-in-motion events, financial indicators and signals that a prospect may be navigating a major life moment. Publications covering artificial intelligence in financial services have highlighted this technology's approach to advisor productivity and client acquisition.

Where was Datalign featured in the news?

First, read on WealthManagement.com's WealthStack Roundup, a leading source for advisor technology news covering the intersection of wealth management and innovation. The publication highlighted Relationship AI alongside its coverage of NVIDIA's annual State of AI in Financial Services report.

Read on WealthManagement.com

Next, read on Complete AI Training, a platform dedicated to AI industry news and professional development. Their coverage examines how AI budgets in financial services remain steady while platforms like Datalign introduce new capabilities for advisors.

Read on Complete AI Training

Why AI-Powered Prospect Intelligence Matters Now for Financial Advisors

The financial advisory industry faces a critical productivity challenge: 78% of advisors cite organic growth as their biggest problem, yet most are stuck juggling disconnected point solutions. The pressure is compounding—McKinsey projects 38% of the current financial advisory workforce will retire in the next decade, with not nearly enough new advisors to replace them.

Relationship AI addresses this by delivering briefings across four key categories: 

  • Conversation starters and communication preferences

  • Demographic details and professional background

  • Wealth indicators and money-in-motion events

  • Lifestyle interests and behavioral signals

Early Adopters of Relationship AI Report Measurable Results:

  • Advisors are over 16% more likely to turn a first conversation into a qualified opportunity

  • Lower customer acquisition costs through improved conversion rates

  • Hours of manual research condensed into 30-second briefings

Connect with Datalign Today

The launch follows Datalign's June 2025 release of GEOs, an AI-powered geographic expansion engine that helps advisors identify underserved communities. Together, these solutions expand Datalign's platform for advisor growth and client acquisition.

Financial advisors ready to transform how they prepare for prospect conversations can visit relationshipai.tech to reserve access. To learn more about partnering with Datalign, contact our team at advisors@datalignadvisory.com.

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Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Perfectly Aligned

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.