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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.

Profile

Our machine learning algorithm identifies what we call the “financial DNA” of each customer and conducts a comprehensive assessment of their financial situation, estimating their Financial Wellness Index.

Recommendation

Using the customer and product profile, our recommendation system identifies multiple personalized “Next Best Actions” that can help maximize the customer’s Financial Wellness Index.

Personalized Communication

Our product recommendations come with personalized multi-channel content, such as conversation starters, email templates and videos, which target the clients’ more psychological and behavioral aspects.

Lifecycle planning

At every stage of the customer lifecycle, both the advisor and the customer can evaluate the situation and gain new personalized insights.

Profile

Recommendation

Using the customer and product profile, our recommendation system identifies multiple personalized “Next Best Actions” that can help maximize the customer’s Financial Wellness Index.