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AI in Financial Advisory
AI Copilot for Financial Advisors
Feel empowered to delight your Advisors
Improve support metrics and CSAT scores with AI assisted prompts, Contextual knowledge, Next Best Actions and Task automation so that you can resolve cases efficiently.
AI in Wealth Management
Self-service Your wealth, your way
Copilot for Wealth Management
Understand your wealth better and perform a variety of actions yourself at your own convenience. Stay in control with real-time insights and seamless tools designed to simplify every step of your wealth journey.
Know Your ROI
Recover your investment in the first year leveraging industry's best use cases packaged as easy to deploy modules
ROI for Advisor Copilot for Meetings
How many advisors does your RIA firm have?
For each meeting, the average time spent pre-meeting (Scheduling, Agenda creation)
For each meeting, the average time spent post-meeting (Notes, Case Creation, Client Communication)?
5
500
10
200
1
5
5
No. of meetings per month per advisor
1
50
Potential advisor hours
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