2023年6月26日

新聞稿•2023年6月26日12:18美國找一個你信任的財務顧問沒有麻煩。Bankrate還聯手佐伊金融、財富的平台,提供一個獨一無二的advisor-matching經驗。紐約,6月26日,2023 (Newswire.com)——佐伊金融和Bankrate今天宣布他們的AdvisorMatch夥伴關係:主要顧問匹配和選擇的經驗,使Bankrate的用戶發現,雇傭,與值得信賴的金融顧問。數以百萬計的消費者訪問每個月Bankrate尋求獲獎個人理財內容,利率,工具,和建議。該公司選擇佐伊金融作為獨家合作夥伴為其顧問匹配服務由於佐伊的集中管理,方便,和覆蓋率。嚴格的導師審查過程和個性化匹配算法提供一個招聘一個財務顧問策劃經驗。此外,佐伊建了一個方便的端到端數字體驗變成一個60天的發現,招聘,新員工培訓過程分為隻是一個星期。最後,佐伊的全國網絡顧問,數以百計的谘詢實踐在美國雇傭7000多名顧問,提供了充足的顧問的選擇。消費者尋求審查財務顧問現在可以使用Bankrate的AdvisorMatch工具連接的三大信托顧問立即匹配。在發現階段,消費者完成一分鍾測試。 Zoe Financial's data-secured algorithm takes the guesswork out of finding an advisor by analyzing one's financial situation, location, goals, and preferences. Once a consumer receives their curated selection of advisors, they can explore each profile, learn more about the advisors, and seamlessly schedule consultations on their calendars. Lastly, in the hiring and onboarding stages, Zoe turned a seven-day process to open and fund accounts into a convenient digital experience that takes under seven minutes. "Using Bankrate's AdvisorMatch, users can tap into the most stringently vetted advisor network nationwide," said Zoe Financial's Founder & CEO, Andres Garcia-Amaya. For admittance into the Zoe network, financial advisors must pass a rigorous process that evaluates their credentials and education (CFP®, CFA®, CPA), relevant experience, unbiased record and transparency, investment and financial planning knowledge, and their bedside manner. Above all, Zoe-vetted advisors must work in their client's best interest. They will never charge hidden fees or other unnecessary products and services. What's best is Bankrate's AdvisorMatch is free to the consumer and always will be. Due to Zoe's unique business model, the service is interest-aligned with all parties. Zoe only gets paid a client referral fee by the advisor once the client has hired the financial advisor, ensuring users a delightful experience, every step of the way. "Financial decisions can be hard and costly. There is often not a one size fits all solution. Teaming up with Zoe to power our AdvisorMatch tool enables users to find vetted advisors they can trust - allowing our users to make better-informed decisions toward achieving their financial goals," said Ian Fitzpatrick, General Manager of Investing at Bankrate. Over the last four decades, Bankrate has maintained a credible reputation by prioritizing facts and experiences over hype and hearsay, always committed to offering its users a more relevant experience. In their mission to guide savers and spenders through the next steps of their financial journey, finding a trusted financial advisor can be fundamental for many in navigating life's biggest financial moments. "We seek to align ourselves with companies focused on empowering consumers. Bankrate has a long track record of helping people make smart financial decisions, so we are thrilled to partner with them," said Andres Garcia-Amaya, CEO & Founder of Zoe Financial. Find a financial advisor today using AdvisorMatch. Contact Information: Alexandra Rodriguez Correales Head of Marketing press@zoefin.com (213) 325-6697