AI transformation
AI transformation for retirement and financial planning
Management-fee offers, annual statements, documents arriving on WhatsApp, enrollment forms and approvals: the work around the advice.
30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.
Already at work: A pension and finance agency
Every management-fee offer is compared by hand, from PDFs and spreadsheets.
Documents arrive on WhatsApp and by email, and someone chases whatever didn't.
Tiers, eligibility and validity differ for each agreement, and only the people who know them by heart can tell.
Management-fee offers compared against your agreements, tiers and eligibility rules.
The bot collects what's missing from clients and files the documents.
Details, documents and power of attorney in one place, with a list of what's still missing.
Answered from the file, with the document it came from.
Every offer to a client is approved by an advisor before it goes out.
Every client and where they stand, from first contact to enrollment.
Name the process that costs you most. In two weeks we learn it and hand you a written report on what we found.
30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.