In their own words:

• Empowering financial institutions by bringing together human connection and the power of technology, leveraging our Strategic Advice Manager (SAM) to suggest next best financial decisions, blending goals based and cashflow planning.
• Enabling real time digital client collaboration focusing on clients goals whilst ensuring the delivery of better client outcomes and an understanding of the value of the financial plan.
• There’s a universe of financial strategies, and every client situation is unique. SAM has been designed to use as little or as many data points provided to find the right combination of strategies for every situation. SAM can provide each advisor with a user interface based on personal preference or experience removing the multiple scenario trial and error approach.

Synopsis:

• AI-powered assistant: SAM is an intelligent tool designed to support financial advisers in creating and managing client plans.
• Automated plan generation: SAM can automatically generate financial plans based on client goals and financial data, saving advisers time.
• Strategic recommendations: SAM provides suggestions for improving plans, such as adjusting savings rates or considering different investment options.
• Interactive insights: SAM offers insights into the plan, helping advisers explain complex financial concepts to clients in a clear and engaging way.
• Voice activation: Future development includes voice commands, allowing advisers to interact with SAM more naturally.

CLICK PLAY ON THEIR DEMO BELOW