.svg)
Your assistant, your investment ally
Transforming financial advising with intelligent AI-driven insights,
enhancing every stage from preparation to follow-up.
Smart Preparation
AI-powered insights to better understand client needs before meetings.
Enhanced Meetings
Real-time note-taking and data updates, enabling advisors to focus on the conversation.
.png?width=32&height=33&name=badge_icono%20(3).png){kind=icon}
Seamless Follow-Up
Automated summaries and to do lists, ensuring a personalized and timely experience.
Our tailored proposition
Throughout your investment journey, discover how AI can assist you.
AI as a Support
Integrating AI as a supportive tool is essential to overcome current limitations.
AI, your copilot
Enhancing analytical capabilities while maintaining human oversight, by elevating AI to the copilot role.
AI, your pilot
Achieving full autonomy in AI will maximize efficiency and fully leverage its potential.
An assistant that makes all the difference!
Facilitating conversation
Ensure smooth and efficient interaction by automating the input of information, while capturing the client's sentiments and noting to-dos.
Clarifying advices
Provide advisors with simple explanations to understand the complex, rule-based algorithms driving our recommendations.
Offering commercial supports
Guide advisors with the next best actions, whether commercial, administrative, or regulatory.
Briefing the advisors
Create an overview of past sessions and key client data to ensure readiness and deliver the best services for the next sessions.
Proposing a customized experience
Tailor the approach to suit the personality and knowledge of both the client and advisor.
Providing market insights
Deliver concise market information to keep advisors well-informed and equipped for client interactions.
