In this use case, you will see:

  • The challenges faced by financial advisors
  • The unique advantages of Amicus.io's philanthropic platform
  • The benefits of implementation

USE CASE_financial advisors

Banks are losing out

Financial advisors are losing out

Given a lack of integrated philanthropic offerings, financial advisors do not retain charitable clients and have thus been left out of the growing DAF market.

The rise of DAF 2.0

The rise of DAF 2.0

Financial advisors that adopt DAF 2.0 can grow acquire and retain clients by introducing DAF offerings within their product portfolio.

Benefits of DAF 2.0

Benefits of DAF 2.0

DAF 2.0 strengthens customer connections by bringing the personal area of giving into the client experience, which grows AUM.