No paper. No keyboard. Just conversation.
Voice-powered financial planning. Test scenarios live with clients. Compliance documents write themselves.
The advice process hasn’t changed in 20 years
The client and paraplanner rarely meet. Goals are reduced to checkboxes. There’s no opportunity to explore “what if” — the client receives a static document and must accept or reject it.
FinChat replaces the entire process with a single conversation
You and your client have a natural conversation. FinChat runs on Alexa — no typing, no forms, no friction. Just say what you need.
Fire TV Stick, Echo Show, tablet, even the client’s living room TV. Run projections and scenarios wherever the meeting happens.
Claude AI investigates and compares financial products in real time. Research that took hours now takes seconds — with your client watching.
Every meeting is recorded, transcribed, and automatically analysed into audit-ready compliance documentation. Say “print report” and you’re done.
From conversation to compliance in one session
Launch FinChat with a voice command on any available screen. Works at your office, at a home visit, or remotely via Alexa Drop In.
Retirement projections, super comparisons, insurance quotes, risk profiles, salary sacrifice — test strategies interactively while the client watches and asks questions.
Claude AI researches and compares financial products on the spot. Call up any product for explanation and recommendation — no need to leave the meeting.
Say “print report” and the SoA is generated — including reasons for advice, scope, recommendations, and tasks. The recording and transcript are emailed to you automatically.
90 seconds that change how you think about advice
Voice-driven retirement modelling on the client’s TV — no computer required.
What changes when you use FinChat
Your audit trail writes itself
Built on infrastructure you can trust
Natural voice interface — no computer or keyboard required.
Lambda, DynamoDB, S3, Transcribe, SES — serverless and secure.
Product research, meeting analysis, and document generation.
Fire TV, Echo Show, and tablets — the adviser in a briefcase.
Word documents produced from meeting transcripts automatically.
All client data stored and protected by Amazon’s infrastructure.
Put an AI-powered planning platform in your briefcase.
Try it free.