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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
Website
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