Wealth Expertise
Understand products, clients and investment scenarios through wealth management methods and professional knowledge, supporting judgment grounded in business needs.
Finloop AI
Bring AI into Financial Businesses
Understand financial questions, use professional capabilities and bring results into the next business step.Financial Intelligence Powered by Wealth Expertise
Finloop AI connects wealth management experience, financial data and business workflows, enabling analysis, collaboration and follow-through in real business environments.
Financial Data Connectivity
Integrate multiple data sources across clients, accounts, assets, products, trades and markets to create unified, traceable data foundations.
Workflow Intelligence
Embed AI in research, analysis, approval and operational processes for task automation, collaboration and human–AI cooperation.
Finloop Financial Intelligence Hub
AI Across the Wealth Management Lifecycle
From identifying needs and understanding clients to evaluating products, matching solutions, engaging clients and ongoing operations, Finloop AI embeds professional capabilities at every key stage for efficient information processing, clearer decisions and connected actions.
Insights
- Reduce Manual Screening Time
- Identify Needs and Market Changes Earlier
Understanding
- Unify Client, Product and Risk Information
- Build Complete Context for Subsequent Decisions
Evaluation
- Improve Product and Portfolio Analysis Efficiency
- Clarify the Basis for Risk and Return Assessments
Matching
- Improve Alignment Between Solutions and Client Needs
- Provide a Consistent Reference for Allocation Decisions
Engagement
- Make Communications More Relevant
- Shorten Client Material Preparation Time
Operations
- Identify Performance and Business Changes Promptly
- Support Continuous Client Operations Improvement
From Foundational AI to Practical Business Products
Fintelligence
An AI Workspace for Financial Professionals
AI InsightFAI
Turn AI into Organizational Capability
Product Due Diligence Agent
Read product materials and extract key terms, risk factors and KYP highlights.
Asset Screening Agent
Identify relevant assets from financial products based on business objectives and screening criteria.
News Agent
Aggregate and organize market news to identify changes that may affect products, assets or clients.
Visual Marketing Agent
Turn financial views, product materials and data into clearer content proposals.
FAI Operations Console
More Agents
FinAMH
Connect and Manage Multiple Models Centrally
Platforms Make Capabilities Reusable; FDE Makes Them Work in Practice
FDE is an engineering delivery approach embedded in client businesses, designing technology around business objectives rather than adding another software layer.
Explore Enterprise AI Solutions
Find the Right
AI Path for Your Business
Whether you need model infrastructure, professional financial Agents or AI within enterprise workflows, Finloop AI offers capabilities from underlying models to end applications.