FinAD
AI drafts money advice tailored to each customer
FinAD connects to the customer management system and drafts advice based on each customer's attributes. Advisors use it face to face on a tablet, or offer customers a chat screen in place of a phone call. Paired with life-plan simulation, the advice fits each situation more closely.
ContactCustomer profile
- Age 38, two children, renting
- Goal: education fund
Advice draft
- First, set aside a reserve of six months of living costs.
- For the education fund, when you start saving changes the monthly amount a great deal.
- The life plan compares household cash flow across housing options.
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Early-stage research is welcome too.
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