Morningstar, Perplexity, and Plaid are reshaping how advisors research investments
PushButton AI Team ·
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments
The best AI wins aren't flashy new tools.
They're your existing tools getting smarter.
You've probably been burned once already. Bought the software, paid the monthly fee, watched it sit unused while
The best AI wins aren't flashy new tools. They're your existing tools getting smarter.
You've probably been burned once already. Bought the software, paid the monthly fee, watched it sit unused while your team kept doing things the old way. That's not a you problem — that's a bad implementation problem.
Here's what's actually happening in sectors like financial services right now. Companies like Morningstar and Plaid aren't replacing advisor workflows. They're pushing better data directly into the tools advisors already use every day. No new logins. No retraining. No ripping anything out.
That's the pattern worth stealing for your business.
The question isn't "which AI tool should I buy?" It's "which tool does my team already live in — and does it have AI features we're not using yet?"
Start there. Log into your CRM, your project management tool, your email platform. Look for the AI tab you've ignored. Turn on one feature. Test it for 30 days. That's a real first win — low cost, low risk, measurable.
No consultant needed. No budget required.
What's one tool your team uses daily that might already have AI built in — that nobody's touched yet?
