Empowering Financial Advisors with Artificial Intelligence

The B2B Cognitive Advisory Solution for Modern Financial Services

Meet Our Virtual
Product Specialist

An Investment Intelligence Layer for Your Financial Enterprise

Empower Advisors, Relationship Managers, Fund Distributors
  • Synthesize vast amounts of firm and market data

    Scale scare human resources; like having 10,000 research analysts reading and summarizing reports
  • Analyze at a granular, client-level

    Provide smart, indispensable advisory value by generating personalized investment intelligence with institutional precision
  • Access and distribute insight through conversation

    Intuitive, self-learning and contextual Q&A helps streamline the discovery process and amplify delivery of the results

Key features:

  • Dynamic, state-of-the-art cognitive synthesis engine;
  • Knowledge base preloaded with 55,000 financial questions and 8,000+ terms;
  • Trained with 4.7 million additional questions;
  • Contextualized responses based on prior conversations;
  • Captures client interactions, history and recommendations for compliance;
  • Integrates with multiple CRM Platforms;
  • SaaS cloud-based delivery, or bespoke/containerized deployment solutions
Key Benefits of an
AI-powered Virtual Product Specialist


Scale scarce resources to gain an enterprise-level edge;

Save time, enhance the client experience, increase production;

Firm content synthesized into firm-differentiated guidance


Sophisticated and tailored advice at scale;

Contextually-aware client conversations;

Enables a deeper relationship with client


Easy to deploy / integrate; bespoke or out of the box;

The system learns over time, increasing in value;

Defensible, firm-specific competitive advantage

As Seen In
In Collaboration With
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