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What  is AIFA?

AIFA 2024 Disturbance Demo – Multiply

In their own words:

  • Enhance efficiency with Multiply’s Generative AI tools, designed specifically for financial advisers
  • Achieve up to 80% reduction in annual review costs
  • Market-proven solution that streamlines admin tasks and helps firms stay FCA compliant

Synopsis:

  • AI-Powered Annual Reviews: Multiply.AI automates the annual review process for financial advisers, using AI to gather client data, generate personalised financial plans, and streamline communication.
  • Adviser Efficiency: By handling routine tasks, Multiply.AI frees up advisor time to focus on high-value client interactions and complex financial planning.
  • Improved Client Experience: Multiply.AI provides clients with a user-friendly platform to update their financial information and access tailored advice, enhancing overall client satisfaction.

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Our Analysis

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Company Info

HQ: UK

Founded: 2016

Product Displayed: Multiply’s Generative AI tools

Presenter: Vivek Madlani, CEO & Co Founder & Mike Curtis, Chief AI Officer & Co-Founder

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What  is AIFA?