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.
Financial institutions require scalable, compliant advice delivery for insurance products. Our agentic AI serves as your digital advisory team, providing open chat for quick questions and structured meeting flows for in-depth consultations.
Every interaction is automatically documented and searchable, creating audit-ready records that demonstrate your fiduciary responsibility to regulators.
Athena analyzes customer profiles and coverage needs to deliver personalized insurance recommendations that identify protection gaps and cross-selling opportunities.
The system automatically documents every interaction, creating audit-ready records that simplify compliance reviews while maintaining your institution's advice standards.
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.
Traditional life insurance interactions often feel intimidating and complex for customers. Athena's Life Insurance Meeting Flow simplifies this experience with a guided AI-powered consultation. It utilizes real-time personal data to provide personalized recommendations.
The system reviews family status and income details. It evaluates current insurance gaps and recommends appropriate face value amounts and policy types. All of this is delivered in plain language that clients can understand. This approach replaces clunky form fillers and confusing agent interactions with an intuitive, guided digital experience.
Email AI enables your team to forward client questions to Athena's system, which analyzes profiles and generates personalized, compliance-friendly responses for your review.
When customers have questions about their insurance, your representatives can forward the email to Athena. The system will check the user's profile, create a personalized response for their specific situation, and send it back for the representative's approval. This process makes response times much quicker.
Email AI prioritizes consistent client communication and compliance. This reduces training needs and lowers the risk of representatives giving incorrect information about insurance products and coverage options.
Equips your advisors with cutting-edge tools and insights, enabling them to serve more clients with confidence and efficiency.
Delivers automated, technology-driven advice for clients who value a streamlined experience, broadening your reach without complexity
Spans investments, retirement planning, risk management, and beyond.
Streamlines routine tasks, freeing advisors to focus on personalized client needs.
Offers tailored, cost-effective advice for clients seeking a tech-savvy approach.
Grows with your client base while upholding exceptional service quality.
