New Users- Applicable
Designed to create content and suggestions for all users and financial products, even without their historical usage data
Relevant For Financial Advisory
Built on the science of human motivation, mathematics of behavioural economics, and art of advisor-client communication
Data Privacy And Security
Data is not shared between customers and only anonymized data are used to train the model
Personalize Every Touchpoints
API-first to integrate into your existing systems and provide consistent experience across all your channels