Solution introduction
Point AI turns high-quality data into narrative insight
Point AI brings generative and predictive capabilities to your data foundation, turning raw numbers and documents into narrative, insight and action
Key features
- AI Client Intelligence – auto-creates meeting packs combining portfolio, market and sentiment data
- FusionDocs – converts unstructured PDFs into structured records inside Point’s IIBOR
- Point Investment Assistant (coming soon) – converse with your data by voice or chat
- Open integration – plug in third-party AI agents or models of your choice
Benefits
Point AI turns high-quality data into narrative insight. AI Client Intelligence auto-builds meeting packs that blend portfolio KPIs, market context and sentiment so advisers arrive prepared and clients feel understood. FusionDocs converts unstructured PDFs into structured records, unlocking information that used to sit in static files. Coming features such as the Point Investment Assistant will let teams interrogate data by voice or chat, further shortening research time and boosting service levels. Together, these capabilities put advanced AI in the hands of every desk—without forcing firms to re-engineer their stack.
- Dramatically cuts prep time for client and investment meetings
- Unlocks insights buried in research, statements and other documents
- Future-proofs your stack with flexible model/agent choice
- Positions the firm for next-generation, AI-driven services
