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FINLEY AI - WEALTH

A purpose-built platform for wealth firms
to attract, engage, and retain clients.

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Experience the power of
Finley AI within your firm.

Experience the power of Finley AI within your firm.

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بدعم من فريق من الخبرات

Powered by Generative AI

Trained on proprietary data and powered
by LLM generative AI technology like GPT.

Powered by Generative AI

Trained on proprietary data and powered by LLM generative AI technology like GPT.

Financial Coaching At Scale

Tap into the demand of financial wellness and provide an AI financial coach at scale.

الكل في واحد حل عالمي

تمكين الجمهور العالمي مع فرط تجارب شخصية للجميع.

الكل في واحد حل عالمي

تمكين الجمهور العالمي مع فرط تجارب شخصية للجميع.

State-of-the-art platform

Provide your prospects or clients with the latest cutting-edge platform technology.

ACHIEVEMENTS

فينلي منظمة العفو الدولية أبرزها (المملكة المتحدة) FCA نصيحة وحدة منظمة العفو الدولية التوجيه النماذج التي تدعمها.

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فينلي منظمة العفو الدولية اسمه أعلى 5 fintech الشركات الناشئة في العالم لبناء صوت تنشيط منظمة العفو الدولية الحلول.

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فينلي منظمة العفو الدولية اسمه أعلى 10 صوت الشركات في المملكة المتحدة من قبل F6S - 4.8 m الأعضاء في الشبكة.

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Finley AI Wealth

An AI financial coach and purpose-built platform built to attract new clients and drive engagement through financial wellness and coaching.

Boost uptake, add value, and stay ahead by tapping into the demand for financial wellness and cutting-edge AI chat-based technology.

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الخصوصية والأمن

الخصوصية الأولى. الأمن دائما.
الثقة الخاص بك هو الأولوية لدينا.

الصناعة المعترف بها

Worked with the UK FCA Advice Unit and
has helped 100k+ of global users.

تدريب خبرة

Trained on proprietary data and human-in-the-loop input & feedback.

Up-to-date Information

Up-to-date financial insights from
official sources and the web.

بنيت من قبل الخبراء

Built by award-winning finance experts.
Developed since 2019.

Ready-to-deploy

Get an out-of-the box solution with no code or integration needed.

Stay Compliant (UK)

Meet the requirements of the FCA’s
Consumer Duty within the UK.

Tap into the opportunity

Gain a competitive edge by integrating an AI-powered
financial coach and platform that taps into a big problem.

0 Trillion

In wealth transfer will pass to Millennials and GenZs

0 %

Of savers and investors don’t know where to find advice

0 %

Of clients view AI as part of the future of financial advice

How can Finley AI help?

Offer your new and existing clients a one-of-a-kind
AI financial coach and wellness platform.

How can Finley AI help?

Offer your new and existing clients a one-of-a-kind AI financial coach and wellness platform.

How does it work?

Upgrade your firm's prospect acquisition and
client care strategy in three simple steps.

How does it work?

Upgrade your firm's prospect acquisition and client care strategy in three simple steps.

Finley AI Landing Page

Drive client growth and amplify value with a striking Finley AI landing page of your own.

Provide Finley AI Coach

Replace outdated engagement and prospecting methods. Add instant value to new and existing clients by providing them with a state-of-the-art AI financial coach and well-being platform.

New Enquiries In Your Inbox

Get a constant stream of new prospects and watch your client satisfaction grow through providing employees/individuals with an innovative financial wellness solution.

As Featured On

Features

Provide your prospects and clients with a full financial wellness
offering that builds loyalty, trust and creates new experiences.

Features

FINLEY AI FOR ADVISERS

Provide your prospects and clients
with a full financial wellness offering
that builds loyalty, trust and
creates new experiences.

فينلي منظمة العفو الدولية الدردشة

Interactive 1-2-1 AI chat conversations that engage and provide knowledge at scale.

فينلي منظمة العفو الدولية الصوت

Built to effortlessly understand and respond to users' voice commands for quick responses.

Finley AI Triage

Designed to engage and refer clients to your own products or services when necessary.

Easy Deployment

Easily offer an AI financial Coach and platform as part of your firm's services without the hassle.

Multiple Languages

Finley AI's 25+ languages is designed to adapt to your clients individual communication needs.

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Interactive Learning

An expert interactive bite-sized financial program to empower, engage and educate users.

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Built for financial advisors
by financial advisors.

Built for financial advisors by
financial advisors.

Built for financial advisors
by financial advisors.

Benefits

Deliver exceptional experiences through the latest
cutting-edge AI chat technology. Don't be left behind,
embrace the latest AI advancements today.

Benefits

Deliver exceptional experiences through the latest cutting-edge AI chat technology. Don't be left behind, embrace the latest AI advancements today.

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1-2-1 low-cost financial coaching

Easily offer low-cost financial coaching and education
to attract, add-value, and retain clients at scale.

1-2-1 low-cost financial coaching

Easily offer low-cost financial coaching and education to attract, add-value, and retain clients at scale.

Tap into GenZ & Millennial markets

Meet the expectations and needs of younger clientele. Seize the opportunity of the 72 trillion wealth transfer.

Financial Visuals & Calculators

Beyond words, Finley AI can provide calculations, calculators and custom visuals like graphs and charts. 

Brand voice and labelling

Brand your offering of Finley AI by adding your logo and colors to provide for a complete user experience.

Built by industry recognised experts

The team behind Finley AI are award-winning industry recognised financial advisors, innovators and educators.

Engage with multiple audiences

Effortlessly engage with different ages and backgrounds to tap into a new and broad clientele.

On-demand educational content

A bite-sized financial program created by award-winning financial advisors and educational experts.

Financial Health Check

Instantly add value to your clients by providing them with the insights they need to make better decisions.

Powerful training, security and care.

Finley AI is trained and built on years of proprietary financial data, guard-rails and expert feedback loops.

Comply with FCA Consumer Duty (UK)

Part of the FCA Advice unit, the Finley AI coach helps firms meet the FCA Consumer Duty requirements.

Read On FT Adviser

Can generative AI replace Financial Advisers?

Explore the unique viewpoint of a former financial advisor turned AI engineer as they shed light on the challenges that financial advisors and firms' face not integrating disruptive technologies.

Can generative AI replace Financial Advisers?

Explore the unique viewpoint of a former financial advisor turned AI engineer as they shed light on the challenges that financial advisors and firms face. Discover the crucial importance of embracing generative and conversational AI, as well as the potential consequences of ignoring these disruptive technologies.

Elemi Atigolo

About Author: Elemi is a former Ex-HSBC wealth
manager, Ex-St James’s Place Partner, Financial
Advisor, AI Developer and Co-founder of Finley AI.

About Author: Elemi is a former Ex-HSBC wealth manager, Ex-St James’s Place Partner, Financial
Advisor, AI Developer and Co-founder of Finley AI.

About Author: Elemi is a former Ex-HSBC wealth manager, Ex-St James’s Place Partner, Financial Advisor, AI Developer and Co-founder of Finley AI.

Industry News

JPMorgan Chase is developing a ChatGPT-like software service that leans on a disruptive form of artificial intelligence to select investments for customers, CNBC has learned.

CNBC
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Morgan Stanley Is training generative AI GPT to help their Financial Advisors and Wealth Management division drive efficiency and scale to better serve their clients.

Forbes
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Advisers WILL be replaced by generative AI/ChatGPT but not those that embrace it says AdviceBridge. 43% of advisers see it as a potential threat. And they're right...

IFA Magazine
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A study by Investor Index calims that the majority (73%) of clients believe that artificial intelligence (AI) service ChatGPT could provide reliable financial advice in the future...

Professional Adviser
عرض المصدر

JPMorgan Chase is developing a ChatGPT-like software service that leans on a disruptive form of artificial intelligence to select investments for customers, CNBC has learned.

CNBC
عرض المصدر

Morgan Stanley Is training generative AI GPT to help their Financial Advisors and Wealth Management division drive efficiency and scale to better serve their clients.

Forbes
عرض المصدر

A study by Investor Index calims that the majority (73%) of clients believe that artificial intelligence (AI) service ChatGPT could provide reliable financial advice in the future...

Professional Adviser
عرض المصدر

Level Up Your Business
With Finley AI For Advisors

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A suite of advanced privacy-focused conversational generative AI tools, purpose-built for personal finance.
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