New project aims to translate client reviews into 'relationship alpha'
Yahoo Finance·2026-02-25 21:23
A new graduate capstone research project will apply analytics and artificial intelligence to financial advisor client testimonials in order to calculate a metric called "relationship alpha." The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value of the relationship, according to the announcement last month by the Langston Wealth Management Center at the Universit ...