Finley AI Platform
A cutting-edge white-label generative AI financial chat platform, built for financial institutions to seamlessly expand their services to attract, engage, and nurture client relationships at scale.
Finley AI Platform — Use our
white-label financial chat platform
to attract, engage and retain.
Finley AI Platform — Use our
white-label financial chat platform
to attract, engage and retain.
Discover the power of Finley AI Platform
Eliminate high resource expenditures and lengthy development timelines with the pre-built Finley AI Platform, enabling rapid deployment of highly customised AI-powered chat experiences.
Attract Clients
Get leads directly into your inbox. Effortlessly provide affordable financial coaching, financial guidance, and current financial insights to attract new prospective clients at scale.
Engage Clients
Add instant value to your prospects and clients by providing instant answers to straightforward financial queries, allowing you to free up valuable time to focus on more complex cases.
Retain Clients
Elevate client satisfaction and increase ROI by offering exceptional on-demand experiences through state-of-the-art AI chat technology.
Features
Supercharge your firm’s ability to serve prospects and clients at scale by leveraging our state-of-the-art platform equipped with cutting-edge generative AI chat technology
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.
Built by industry recognised experts
The team behind Finley AI are award-winning industry recognised financial advisors, innovators and educators.
Smart Financial Triage
Designed to smart triage and refer clients to engage with your services when necessary.
Ready-to-deploy
Get an out-of-the box AI financial chat-based solution with no code or integration needed.
Engage with multiple audiences
Effortlessly engage with different ages and backgrounds to tap into a new and broad clientele.
Privacy at the core
We've implemented anonymisation and data redaction practices into the core of what we do.
Comply with FCA Consumer Duty (UK)
Part of the FCA Advice unit, the Finley AI coach helps firms meet the FCA Consumer Duty requirements.