Inbest.ai is a data analytics platform that aims to democratise the access to wealth management. Inbest platform automates the financial planning process by gathering and analyzing customers’ financial data. Our platform enables financial institutions to provide a holistic, personal and realistic financial planning service.
January 2018—Inbest Chatbot for customer acquisition and engagement
1) Engage with customers and prospects on instant communication platforms. 2) Provide personal, useful and non-intrusive tips and alerts to start the… · More conversation with your customers and prospects. 3) On-demand live support from the correct person at your firm for each customer segment and question
January 2018—Data analytics platform for the wealth management industry
1) Build your own solutions including features with account data aggregation, categorization and sophisticated functionalities for financial planning. 2)… · More Accelerate your digital agenda by focusing your resources on the user experience, not building financial models or connecting users’ bank accounts. 3) Enterprise-grade API that your developers can integrate in minutes