CLIENT-CENTRIC
FINANCIAL SERVICES

Finance industry is already being transformed by AI, starting from process automation to empowering robo-advisors to assist in investment decisions. AI, when correctly implemented, has the ability to put the client in the center of focus.

Human emotions have been identified as the most important component of trust in client advisor relationship. Emotion AI facilitates discussions of this important element and enables truly personalized service offerings to the clients.


CAPABILITIES FOR
TRUSTED FINANCIAL ADVICE

CLIENT PREFERENCES

CLIENT PREFERENCES

NVISO AI helps clients better understand their own behaviors towards money and financial topics and aligning financial advice to their best interest. Clients can make a more educated selection of financial offerings.

THINKING STYLES

THINKING STYLES

Enables understanding of people in order to better understand the clients thinking style and how to best communicate with them. Understanding of the thinking style also helps the clients to better understand their own decision-making process.

ATTITUDE TO RISK

ATTITUDE TO RISK

Customers and regulators expect financial institution to act honestly, fairly and professionally in the client's best interest. AI powered investor profiles enhance traditional risk profiling questionnaires providing more comprehensive understanding of the investor.

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CLIENTS & PARTNERS

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