AI Financial Coach

Attract. Add value. Retain.

Attract. Add value. Retain.

Experience the power of
providing a generative
AI financial coach.

Experience the
power of providing an generative
AI financial coach.

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With the backing of and team experiences from

Problems

Consumers expectations have changed.
Are you facing any of these problems?

The global solution is here.

Finley AI Coach

An AI financial coach built to provide interactive and personalized financial guidance at scale.

Elevate your business or enterprise by providing your consumers with a Finley AI Coach. Boost uptake, add value, and stay ahead with cutting-edge AI technology with ease.

Privacy & Security

Privacy First. Security Always.
Your Trust Is Our Priority.

Industry Recognized

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

Expertly Trained

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

Built By Experts

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

Up-to-date Information

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

Stay Compliant (UK)

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

Tap into the power of financial education.

Revolutionize your company's offerings and gain a competitive edge by integrating an AI-powered financial coach that taps into a big problem.

Add more value.

Only one-third of adults worldwide understand basic financial concepts. Solve the problems caused by financial illiteracy so that you can benefit both your consumers and your business.

 

Stay competitive.

Our unique AI financial coach combines cutting-edge generative AI technology with our team's extensive financial expertise to deliver personalized financial education & guidance at scale.

Increase uptake.

Financial education powered by an AI financial coach is a critical tool for empowering consumers to understand your services and their benefits. Increase uptake the smart and engaging way.

one size doesn’t fit all

Personalize & Scale with EASE.

Simplify the process of delivering financial guidance and education at scale with Finley AI.

Boost revenue potential and differentiate your business as a leader in client-centric services by offering a hyper-personalized financial coach. Attract diverse clientele and solidify your competitive edge.

Features

Providing consumers with hyper-personalized
features that builds loyalty, trust and creates new experiences.

Features

Providing consumers with hyper-
personalized features that builds
loyalty, trust and creates
new experiences.

Finley AI Chat

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

Finley AI Voice

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.

Finley AI Triage

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

Multiple Integrations

Easily embed Finley AI Pro into your product or service through various different methods.

Easy Integrations

Easily embed Finley AI Pro into your product or service through various different methods.

Interactive Learning

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

Multiple Languages

Finley AI has been design to adapt to your customers in the way that suits them.

How does it work?

Upgrade your company's services, offering and
acquisition strategy in three simple steps.

How does it work?

Upgrade your company's services, offering and acquisition strategy
in three simple steps.

Add Finley AI Coach

Integrate Finley AI Coach into your current service or offering in order to attract, engage & retain your consumers.

Offer Finley AI Coach

Let Finley AI deliver hyper-personalized financial education with a 'human-tone' to your users or consumers at scale.

Supercharge Uptake

Increase uptake with your company's core services because of providing financial education via Finley AI.

Benefits

Deliver exceptional user experiences
through cutting-edge, hyper-personalized AI.
Embrace the latest advancements effortlessly.

Benefits

Deliver exceptional user experiences
through cutting-edge, hyper-personalized AI.
Embrace the latest advancements effortlessly.

1-2-1 low-cost financial coaching

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

On-demand educational content

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

Financial Visuals & Calculators

Beyond words, Finley AI can provide calculators and personalized 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.

Tap into GenZ & Millennial markets

Meet the expectations and needs of younger clientele. Seize the opportunity of the 5 trillion wealth transfer.

Financial Health Check

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

Expert resources and content

Curated content written by financial experts, guaranteeing they are relevant, focused, and easily comprehensible.

Powerful training, security and care.

Finley AI is trained & built on years of our own 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.

Use Cases

Seamlessly integrate financial education into your
app, solution, firm, or organization with a Finley AI Coach.

Use Cases

Seamlessly integrate financial education
into your app, solution, firm, or
organization with a Finley AI Coach.

Mobile or Web Apps

Insurance Companies

Organizations

Tax and Accounting

Pension Providers

Investment Providers

Benefit Platforms

Credit Card / Lenders

Banks/Credit Unions

Fintech Companies

Financial Services

Real Estate Companies

PRIVACY & SECURITY

Privacy and security
for your financial confidence.

We respect and protect your privacy, security and data. Finley AI personal financial AI and platform is therefore built with robust privacy and security measures. We refrain from collecting or storing sensitive information. Finley AI never engages in sharing, selling, or renting your data.

We respect and protect your privacy, security and data. Finley AI personal
financial AI and platform is therefore built with robust privacy and security
measures. We refrain from collecting or storing sensitive information.
Finley AI never engages in sharing, selling, or renting your data.

We respect and protect your privacy, security and data. Finley AI personal financial AI and platform is therefore built with robust privacy and security
measures. We refrain from collecting or storing sensitive information. Finley AI never engages in sharing, selling, or renting your data.

Level Up Your Business
With Finley AI Coach

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