Put Advisors in Control.
Let AI Do the Work.
We build AI that frees wealth advisors to do what only humans can: connect with clients.
AI for Wealth Management
Deliver What Your Clients Expect. Today.
AI is no longer just the future. It is already transforming how advisors work and how clients experience wealth management.
of Advisory Tasks Can Be Supported by AI by 2030
of Advisory Tasks Can Be Supported by AI by 2030
of Advisory Tasks Can Be Supported by AI by 2030
Increase in Client Engagement When Advice Is Hyper-Personal
Increase in Client Engagement When Advice Is Hyper-Personal
Increase in Client Engagement When Advice Is Hyper-Personal
Faster Onboarding and Documentation Processes
Faster Onboarding and Documentation Processes
Faster Onboarding and Documentation Processes
of Wealth Managers Plan to Integrate AI Copilots by 2026
of Wealth Managers Plan to Integrate AI Copilots by 2026
of Wealth Managers Plan to Integrate AI Copilots by 2026
Trusted AI for Wealth Managers and Private Banks
fincite · cios shapes digital advisory solutions for Europe’s leading private banks and wealth managers. Every algorithm is built with one principle in mind: Trust.
fincite · cios shapes digital advisory solutions for Europe’s leading private banks and wealth managers. Every algorithm is built with one principle in mind: Trust.
fincite · cios shapes digital advisory solutions for Europe’s leading private banks and wealth managers. Every algorithm is built with one principle in mind: Trust.
AI Mission
Smarter. Safer. Human.
From onboarding to portfolio monitoring and reporting, our AI modules support advisors and financial institutions in delivering smarter, faster, and more personal advice.
Clarity Over Complexity
Every AI step is visible and explained. No black boxes, just clear logic you can trust.
Clarity Over Complexity
Every AI step is visible and explained. No black boxes, just clear logic you can trust.
Clarity Over Complexity
Every AI step is visible and explained. No black boxes, just clear logic you can trust.
Human First
Advisors stay in charge. AI handles the grind so people focus on clients and decisions.
Human First
Advisors stay in charge. AI handles the grind so people focus on clients and decisions.
Human First
Advisors stay in charge. AI handles the grind so people focus on clients and decisions.
Impact, Not Hype
We use AI where it saves time and adds value, not just because it sounds impressive.
Impact, Not Hype
We use AI where it saves time and adds value, not just because it sounds impressive.
Impact, Not Hype
We use AI where it saves time and adds value, not just because it sounds impressive.
Accountable by Design
Guardrails, ownership, and oversight are built in from day one — no surprises later.
Accountable by Design
Guardrails, ownership, and oversight are built in from day one — no surprises later.
Accountable by Design
Guardrails, ownership, and oversight are built in from day one — no surprises later.
Always Improving
Small tests, fast learning, open results. AI grows sharper every time we use it.
Always Improving
Small tests, fast learning, open results. AI grows sharper every time we use it.
Always Improving
Small tests, fast learning, open results. AI grows sharper every time we use it.
Trust at the Core
Data is safe, outputs are fair, results are explainable. Trust is the foundation.
Trust at the Core
Data is safe, outputs are fair, results are explainable. Trust is the foundation.
Trust at the Core
Data is safe, outputs are fair, results are explainable. Trust is the foundation.
We put you in control, with AI operating in the background to automate, analyze, and enhance decision-making across the entire value chain.
Quality First
Traceability
Shared Responsibility
Built on Trust
Quality First
Traceability
Shared Responsibility
Built on Trust
Quality First
Traceability
Shared Responsibility
Built on Trust
Fairness
Data Protection
Transparency
Human Oversight
Fairness
Data Protection
Transparency
Human Oversight
Fairness
Data Protection
Transparency
Human Oversight
Your Questions Answered
Ask the AI Experts
With our expertise in AI for wealth management, we answer advisors’ toughest AI integration questions.
Will AI replace financial advisors?
How does AI fit into the wealth management process?
What makes fincite · cios’ AI different from other tools?
How can we integrate fincite · cios AI into our existing systems?
Can the AI be customized for our institution’s needs?
How do we get started with fincite · cios AI?
Is fincite an AI-only company?
Your Questions Answered
Ask the AI Experts
With our expertise in AI for wealth management, we answer advisors’ toughest AI integration questions.
Will AI replace financial advisors?
How does AI fit into the wealth management process?
What makes fincite · cios’ AI different from other tools?
How can we integrate fincite · cios AI into our existing systems?
Can the AI be customized for our institution’s needs?
How do we get started with fincite · cios AI?
Is fincite an AI-only company?
Your Questions Answered
Ask the AI Experts
With our expertise in AI for wealth management, we answer advisors’ toughest AI integration questions.
Will AI replace financial advisors?
How does AI fit into the wealth management process?
What makes fincite · cios’ AI different from other tools?
How can we integrate fincite · cios AI into our existing systems?
Can the AI be customized for our institution’s needs?
How do we get started with fincite · cios AI?
Is fincite an AI-only company?