Business introduction
Efficiency at your fingertips
Automate your daily grind, scale hyper-personalization, and enjoy pre-qualified leads
Elara is an AI-driven platform designed for wealth management to automate key operational workflows, generate hyper-personalized client advice, and enhance lead generation through a sophisticated referral network. Our product streamlines advisors' day-to-day tasks, allows for tailored client engagement based on deep data insights, and connects advisors with high-quality leads, significantly boosting efficiency and client satisfaction while fostering business growth in the competitive wealth management sector.
Automation
Interact with your CRM and other tools using natural language.
Personalization
Tailor client solutions with precision, transforming data into actionable insights.
Leads
Receive pre-qualified leads directly from partner businesses serving your potential clients.
Elara Solutions
Back Office Work Automation
Elara is an AI-driven platform designed for wealth management to automate key operational workflows, generate hyper-personalized client advice, and enhance lead generation through a sophisticated referral network. Our product streamlines advisors' day-to-day tasks, allows for tailored client engagement based on deep data insights, and connects advisors with high-quality leads, significantly......
business needs
- Business Intelligence & Practice Management
- Client Onboarding & Identity Verification
- Trading & Back Office
