Our AI advisor works alongside your team, multiplying capacity without replacing the human touch. The system operates in both open chat for client questions and structured meeting flows for consistent financial planning sessions.
Every interaction is automatically documented and searchable, creating audit-ready records that demonstrate your fiduciary responsibility to regulators.
Every interaction is automatically documented and searchable, creating audit-ready records that demonstrate your fiduciary responsibility to regulators.
Your advisors can manage more clients without losing quality in service. This change can turn cost centers into profit drivers, all while using your current staff.
Our system handles client emails with speed and precision. When financial questions arrive, advisors forward them to our AI, which identifies the client profile, writes a compliant response, and returns it for approval.
Financial pros spend hours answering routine questions about 401(k) s, debt, and account contributions. Our system handles these inquiries in minutes.
Clients gain a single view of all accounts, progress tracking toward specific financial goals, and credit score monitoring with improvement recommendations.
Clients gain a single view of all their accounts, progress toward goals, and personalized insights that drive positive financial behaviors.
The platform keeps clients connected to your firm daily, not just during quarterly reviews, increasing loyalty and creating natural opportunities for additional service discussions.
Our system connects with your existing technology stack with minimal IT involvement, preserving your current workflows and absorbing infrastructure costs like Plaid and credit checks.
Our Agentic AI system integrates with your wealth management platform to provide consistent guidance at all hours. This allows your human advisors to concentrate on complex planning and relationship building while routine financial advice is handled automatically.
Every interaction is automatically documented and searchable, creating audit-ready records that demonstrate your fiduciary responsibility to regulators.
Clients can ask financial questions freely in Open Chat Mode, where they receive conversational support. Meeting Flows provide structured sessions that start based on specific times or events, such as quarterly reviews or significant life changes.
No new apps for clients to download. No separate login credentials to manage. Athena layers naturally into your existing workflows.
Implementation requires minimal IT resources. Deploy in phases that match your strategic priorities. We handle infrastructure costs like integrations and data connections.
Athena's comprehensive platform serves as the central hub for all financial tools and guidance. Users can easily access AI chat assistance, monitor their financial health, and receive personalized insights through a single, intuitive dashboard.
The portal connects various financial components while providing actionable prompts for improvement. Users can track credit scores, receive unique recommendations, and engage with customized tools—all designed to drive measurable financial progress.
Traditional account creation processes often have a 50% rejection rate because of mistakes and missing information. Our workflow uses AI to digitize the setup of IRA and taxable accounts. It checks documents for completeness and accuracy in real time.
The system automatically flags missing fields and automates corrections where possible, reducing administrative burden.
Again, this intention design proves especially valuable for clients at public companies or those requiring additional compliance checks.
Financial institutions gain a powerful client retention tool that offers personalized retirement guidance without extra advisor hours. The system provides strategic alerts to connect clients with relevant investment products at the right moment, creating opportunities for AUM growth.
Incorporates the asset manager’s risk assignment models and investment selections into the PTD framework, ensuring alignment with their strategic approach.
Provides participants with an engaging, conversational AI interface to ask questions and receive tailored advice based on the asset manager’s methodology.
Sends regular updates to participants about their investment strategy, fostering engagement and trust in the retirement planning process.
Implements trades at the recordkeeper on a quarterly basis, ensuring portfolios are rebalanced efficiently without additional operational burden.
Supports the use of PTDs as a QDIA, simplifying adoption for plan sponsors and ensuring compliance with regulatory standards.
Athena’s technology is built to integrate seamlessly with leading retirement recordkeepers, enabling asset managers to deploy PTDs within existing defined mizing disruption for plan sponsors and
Help banking customers get clear financial advice while lowering support costs and meeting compliance standards.
Athena AI works in two main ways: Open Chat for quick answers to questions and structured Meeting Flows that guide customers step-by-step through important decisions. This approach allows your institution to provide 24/7 support that works alongside your existing team instead of replacing them.
Athena's Meeting Flows are different from traditional help centers because they encourage customers to take action at key moments in their accounts or during important life events.
This method creates structured conversations that resemble meetings with advisors, all while avoiding extra staffing costs.
Our AI pulls directly from your bank's approved content, creating personalized experiences that feel like talking to your best representative.
Whether customers need help understanding credit options or account features, Athena delivers clear guidance they can act on immediately without waiting for live support.
Every interaction is automatically documented and searchable.
This creates audit-ready records that demonstrate your responsibility and diligence to regulators.
Clients gain a single view of all accounts, progress tracking toward specific financial goals, and credit score monitoring with improvement recommendations.
Our system provides real-time insights into personal credit and financial health, prompting regular engagement and delivering valuable insights for customers.
When customers email with financial questions, your representatives simply forward these inquiries to Athena's secure address. The system automatically looks up the customer's profile, generates a customized response, and sends it back for the rep to approve or send.
Banking reps spend too much time replying to routine questions about accounts and financial products.
Email AI handles these tasks in minutes, letting your team focus on complex issues that truly require human expertise
Every response is built from your approved content library, ensuring consistent messaging that meets regulatory requirements. The system maintains a complete audit trail of all correspondence, making compliance reviews straightforward.
