Fintelligence

Fintelligence
Be First to Experience the Future of Finance

Connect product materials, client needs, market information and risk data to support due diligence, comparison, allocation decisions and risk identification.

Book a Product DemoTry Now

AI Across Financial Workflows

Fintelligence helps advisors organize client needs, product materials and market risk information for comparison, analysis and ongoing monitoring. Professional judgment remains with the advisor.

  • Generate a ProductDue Diligence Report

    Try Now
    8Product Categories
    2.5XEfficiency Gain

    AI extracts key terms, fees and risk factors to help advisors prepare KYP and due diligence materials, with open items flagged for review.

  • Client Needs Analysis

    Using the investment goals and risk preferences provided, AI helps advisors compare products, conduct GAP analysis and prepare allocation insights.

  • Communicate More Professionally with Clients

    Turn product highlights and research findings into summaries, visuals and presentations for advisors to review and use in professional conversations.

  • Stay on Top of the Latest Developments

    AI brings market developments, product information and risk signals together, filtering repeated content so advisors can focus on changes worth reviewing.

Understand Financial Products Faster

Fintelligence reads and organizes product materials, extracts facts, flags information gaps and prepares KYP and due diligence outputs for professional review.

  • Extract key facts from product materials to reduce manual searching and repeated reading.
  • Organize product information in a consistent structure to review key points and compare differences.
  • Flag missing information and open questions for follow-up and review.
  • Bring due diligence findings and analysis together into materials for professional review.

Schedule Repetitive Tasks

Schedule information retrieval, organization and monitoring, automatically updating results and alerting professionals to review or act.

  • Set task timing and frequency to schedule routine information processing and monitoring.
  • Run information collection and organization on schedule, reducing repeated manual initiation.
  • Keep task results up to date so the latest information is available for follow-up work.
  • Receive notifications when tasks finish or encounter issues, ready for review and action.

Track Market and Risk Changes

Aggregate product, market, news and social information, filter noise, identify relevant changes and provide risk alerts for timely professional assessment and action.

  • Bring product, market, news and social media information together to review relevant developments in one place.
  • Filter low-value information to focus on content relevant to the task at hand.
  • Monitor significant market and product changes, highlighting developments worth a closer look.
  • Flag risk information that warrants attention to support professional review and judgment.

Specialized Financial AI

Fintelligence's financial AI tools marketplace lets institutions select and expand professional capabilities around tasks, bringing them into daily workflows.

Add specialized AI capabilities as financial business needs evolve.

Tools Marketplace

Multiple FileCreate in Fintelligence

How Professionals Use Fintelligence for Financial Tasks

See how document reading, analysis and ongoing monitoring come together in one AI work environment.

Make Time for Professional Judgment

From due diligence and GAP analysis to risk and market insights, Fintelligence helps professionals complete tasks continuously in one workspace.

Book a Fintelligence Demo →