Wealth Management
Empower advisors with AI assistants that can analyze portfolios, generate investment recommendations, prepare client reviews, and track market changes in real-time.
The Financial Advisor Co-pilot
Building the financial advisor co-pilot of the future for the wealth management, banking, asset management and insurance industries.
the ai co-pilot for the financial services industry
FinAdvice.ai is a B2B and B2C AI-driven co-pilot platform for the financial services industry.
FinAdvice.ai augments existing human advisors in order to improve customer service, retain clients, drive revenue and reduce costs.
industry Segments
Asset Management Intelligence
Enhance fund analysis, automate reporting, monitor regulatory compliance, and deliver customized client communications.
Banking Advisor
Streamline customer service, automate loan pre-qualification, provide personalized financial guidance, and identify cross-selling opportunities.
Insurance Advisory Platform
Simplify policy comparisons, automate claims processing support, provide risk assessments, and identify coverage optimization opportunities.
Contact
Meet the Team
Ian Warford https://www.linkedin.com/in/ianwarford/
Jeff Rajeck https://www.linkedin.com/in/jeffrajeck/