
AI solution for the Wealth Management industry.
Vendor
Fligoo
Company Website

Unleashes the power of financial data
PracticeAI A technology-powered enterprise AI solution that provides financial advisors and their managers with customized and intelligent solutions to help them retain and engage client and investors on dynamic and continuous basis.Fligoo’s technology leverages AI to allow the most important firms in the world increase wallet share, predict client attrition, retain financial advisors, increase ROE, among others, significantly growing and protecting AUM
A complete set of products built and designed to solve complex problems & opportunities
- **Increase Sales: **By identifying existing clients with the highest likelihood of increased buying potential, PracticeAI empowers advisors to focus their efforts where they matter most.
- **A.I. Sales Campaigns: **PracticeAI identifies for each product/solution, which are the customers with highest probabilities of purchase, and identifies the reasons why, allowing the company to run high performing sales campaigns.
- **Customer Retention: **Fligoo Sharp AI provides businesses with valuable insights into customer loyalty, satisfaction, and performance. Armed with this intelligence, businesses can take proactive measures to retain customers and enhance their overall performance
- **Customer Engagement: **Measure the impact of PracticeAI with the Content Module. PracticeAI predicts which content should be sent to each customer to boost customer engagement.
- **Advisors Retention: **Predict Advisors/Agents/Brokers attrition with months of anticipation and execute actions to retain your book of business
- **Advisors Enhancements: **Analyze, compare and understand which Advisors are most successful, what are the strategies that work best, and turn these insights to standards for all your team.
Practice AI, our solution built for wealth management special needs Empower valuable financial data to gain deep insights into your customers preferences, demographics, and interests.
Features
- Process Automation: Automates routine tasks to save time and reduce errors.
- Predictive Analytics: Provides accurate forecasts for better strategic planning.
- Data Integration: Connects multiple data sources for unified insights.
- Performance Optimization: Identifies inefficiencies and suggests improvements.
- Custom AI Models: Tailors solutions to specific business needs and goals.