Our digital assistant helps you get the answers you need immediately.
About the digital assistant
The Finchat Financial Planning Digital Assistant allows the adviser to access financial planning calculations, information, strategies and products with simple voice commands. Do it from any place with an internet connection.
The assistant simply displays the result of the instruction given by the adviser. For example, “Alexa, lets test salary sacrifice” or “Alexa show the approved list for balanced funds”.
You then explain the results and implications to the client so together you can build a strategy.
Watch a video explaining the assistant.