Solution introduction

Making it easier to integrate privacy-focused, conversational financial generative AI to elevate client experiences and supercharge team productivity with on-demand insights from company data

The powerful all-in-one conversational financial AI agent designed to elevate both front-end and back-end experiences

Finley AI is a privacy-focused, all-in-one financial AI agent accessible via a secure enterprise-grade API and platform. Expertly trained on financial datasets and working with financial regulators, Finley AI provides up-to-date financial knowledge and insights on stocks, investments, and market trends through intuitive conversations. 

Its superior vision capabilities allow for the analysis of images and charts, offering personalised financial guidance and investment strategies. This innovative tool enables financial firms to adopt data-driven generative AI powered solutions designed to enhance both front-end and back-end experiences. 

Finley AI not only greatly enhances client engagement but also improves organisational productivity by providing departments such as sales, advisory, compliance, and operations access to query their data and company documentation, enabling immediate access to insights. Finley AI’s intelligence propels financial services into a new era of personal financial AI.

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