Solution introduction
An AI-powered platform for financial advisors and banks that provides support throughout the entire advisory process – from initial engagement to portfolio check-ups, recommendations, reporting, and communication
Our holistic approach covers all types of financial and insurance products, ensuring comprehensive support for our clients
Boost sales, profitability, and customer satisfaction
We empower financial advisors by improving their productivity and enabling them to increase assets under management, as well as management and advisory fees.
How it works
Our AI-based financial recommendation system can suggest a wide range of financial products and services, including various investments, life and liability insurance, loans, mortgages, and payment services. The algorithm continuously learns from customer and product data to improve its accuracy, incorporating user feedback and dynamically adapting to changing circumstances over time.
