An enterprise platform enabling financial services companies to provide expert level financial guidance to consumers using AI - decreasing costs, increasing financial inclusion, engagement and firm’s Assets Under Management and income. Problem Image 26 million UK consumers are underserved by financial services where they either cannot afford to pay for advice or do not want to speak to a regulated IFA. The cost of financial advice is too high for 90% of consumers and firms cannot afford to provide financial guidance via human agents. This creates significant barriers to financial inclusion and limits financial services firms' ability to grow their market and provide solutions for everyone. Solution An enterprise Platform for expert conversational AI Agents specifically for Financial Services, including a bench of pre-built AI Agents and guardrails for financial guidance and customer engagement- Strong Risk Management and moderation built in for safety and accuracy - Curated ground-truth content and calculators deliver explainable AI- Ready to deploy as Chatbot, Co-pilot & Integrations. Market Financial guidance is at a nascent stage. In the UK alone, it is expected to be more than a £4billion market. Initial focus is on the pensions and wealth sector. Contact Engage Smarter website Engage Smarter LinkedIn This article was published on 2024-09-30
