BetaNXT Announces Strategic Partnership with DeepSee to Advance AI-Driven Client and Advisor Retention

Collaboration brings predictive analytics and agentic AI together to help firms address attrition risk with greater precision

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, announced a partnership with DeepSee, the control plane for financial operations, to help wealth management firms proactively identify and address client and advisor attrition risk. As part of the collaboration, the companies have launched RetainX, an AI-driven retention intelligence solution that advances BetaNXT’s AI roadmap through predictive analytics and actionable insights.

By combining BetaNXT’s extensive wealth management data foundation and processing infrastructure with DeepSee’s full-stack orchestration (FSO) of financial operations, the partnership is designed to help firms surface earlier signals, generate more actionable insights and respond more effectively to client and advisor needs.

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“This partnership with DeepSee reflects our commitment to delivering innovation through collaboration,” said Sam Markey, Division Executive, Maxit at BetaNXT. “By pairing our data and wealth management expertise with DeepSee’s ability to turn complex operational data into action, we’re creating new ways to help firms act earlier, serve clients and advisors more effectively, and support long-term growth.”

“We’ve spent years tackling some of the hardest problems in middle- and back-office operations, and this partnership with BetaNXT extends that work into the front office,” said Steve Shillingford, Founder & CEO at DeepSee. “Together, we’re combining operational alpha and predictive intelligence to deliver full-stack orchestration for wealth management firms, helping them anticipate client and advisor needs and take earlier, more effective steps to strengthen retention.”

The partnership reflects BetaNXT’s strategy to embed AI and advanced analytics across its platform through targeted collaborations that deliver scalable, outcome-focused solutions for wealth management firms.

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