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.
Athena’s AI is engineered to meet the stringent requirements of financial regulations, ensuring that every piece of advice is not only accurate but also compliant. This reduces your liability and risk, giving you peace of mind.
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.
Powered by our proprietary AI agent, Athena engages with your clients in a natural, conversational manner, providing instant responses and personalized recommendations. This improves client satisfaction and frees up your time for more complex advisory tasks.
Athena’s outbound communication features keep your clients informed and engaged, fostering long-term relationships and encouraging proactive financial management. Automated suggestions and regular updates ensure clients stay connected to their financial goals.
With Athena’s compliance dashboard, you have full visibility into the advice being given. Monitor performance, ensure consistency, and make data-driven improvements to the AI’s recommendations, ensuring the highest standards of service.
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.
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.
