Via Camillo Finocchiaro Aprile, 14, 20124 Milan, Italy
Making financial advice fully personalized and scalable to enhance customer satisfaction and boost productivity
Wealthype is a WealthTech firm that helps financial advisors and banks provide their clients with optimal financial solutions.
Using AI, we enable financial advisors and other channels for financial and insurance products to make informed decisions for their 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......