Banks & Credit Unions
Retail banks, commercial banks, and credit unions can integrate FinAdvice.ai to provide personalized financial advice, investment guidance, and loan or credit recommendations.
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
Banks & Credit Unions
Retail banks, commercial banks, and credit unions can integrate FinAdvice.ai to provide personalized financial advice, investment guidance, and loan or credit recommendations.
Asset Managers
Asset managers can use FinAdvice.ai to analyze their funds and generate personalized recommendations for wealth managers and institutional clients.
Asset Managers
Asset managers can use FinAdvice.ai to analyze their funds and generate personalized recommendations for wealth managers and institutional clients.
Contact
Meet the Team
Ian Warford https://www.linkedin.com/in/ianwarford/
Jeff Rajeck https://www.linkedin.com/in/jeffrajeck/