CIOS AI Highlights
CIOS AI Highlights
CIOS AI Highlights
Four Use Cases to Start Your Journey
Explore a curated sample of high-impact AI use cases. CIOS lets you mix, match, and scale countless additional use cases.
Trusted Advisor
Understand Clients Like Never Before
AI identifies client goals, preferences, and risk patterns, turning data into actionable insights. Advisors gain a full 360° view to align portfolios and decisions with each client’s objectives.
Personalize every interaction
Build deeper client trust
Trusted Advisor
Understand Clients Like Never Before
AI identifies client goals, preferences, and risk patterns, turning data into actionable insights. Advisors gain a full 360° view to align portfolios and decisions with each client’s objectives.
Personalize every interaction
Build deeper client trust
Trusted Advisor
Understand Clients Like Never Before
AI identifies client goals, preferences, and risk patterns, turning data into actionable insights. Advisors gain a full 360° view to align portfolios and decisions with each client’s objectives.
Personalize every interaction
Build deeper client trust
Voice to Action
Turn Conversations Into Insights
Client meetings are automatically transcribed and analyzed. AI extracts goals, preferences, and key data points, integrating them directly into fincite · cios.
Eliminate manual note-taking
Capture insights instantly
Voice to Action
Turn Conversations Into Insights
Client meetings are automatically transcribed and analyzed. AI extracts goals, preferences, and key data points, integrating them directly into fincite · cios.
Eliminate manual note-taking
Capture insights instantly
Voice to Action
Turn Conversations Into Insights
Client meetings are automatically transcribed and analyzed. AI extracts goals, preferences, and key data points, integrating them directly into fincite · cios.
Eliminate manual note-taking
Capture insights instantly
Hyper-personalized Reporting
Create Reports in Seconds, Not Hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity — always consistent, on brand, and ready to share.
Deliver reports instantly
Focus more on clients
Hyper-personalized Reporting
Create Reports in Seconds, Not Hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity — always consistent, on brand, and ready to share.
Deliver reports instantly
Focus more on clients
Hyper-personalized Reporting
Create Reports in Seconds, Not Hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity — always consistent, on brand, and ready to share.
Deliver reports instantly
Focus more on clients
CIOS Copilot
Ask. Analyze. Act Instantly.
The fincite Copilot brings conversational AI into the advisor’s workflow. Ask questions, receive real-time insights, and make informed decisions instantly.
Get answers faster
Simplify complex analysis
CIOS Copilot
Ask. Analyze. Act Instantly.
The fincite Copilot brings conversational AI into the advisor’s workflow. Ask questions, receive real-time insights, and make informed decisions instantly.
Get answers faster
Simplify complex analysis
CIOS Copilot
Ask. Analyze. Act Instantly.
The fincite Copilot brings conversational AI into the advisor’s workflow. Ask questions, receive real-time insights, and make informed decisions instantly.
Get answers faster
Simplify complex analysis
Developed for Wealth Management
Developed for Wealth Management
Developed for Wealth Management
Purpose Built AI, Proven In Wealth
Designed with fincite’s 11+ years of wealth expertise and our partnership with Microsoft.
Understands Portfolios & Risks
Wealth-specific data models for mandates, suitability, and proposals.
Understands Portfolios & Risks
Wealth-specific data models for mandates, suitability, and proposals.
Understands Portfolios & Risks
Wealth-specific data models for mandates, suitability, and proposals.
Built For Your Workflows
From first conversation to final report, not generic prompts.
Built For Your Workflows
From first conversation to final report, not generic prompts.
Built For Your Workflows
From first conversation to final report, not generic prompts.
Human Stays In The Loop
Enhances, not replaces, advisors to give clients more time.
Human Stays In The Loop
Enhances, not replaces, advisors to give clients more time.
Human Stays In The Loop
Enhances, not replaces, advisors to give clients more time.
Enterprise-Grade By Design
Governance, audit trails, and role-based controls aligned with IT standards.
Enterprise-Grade By Design
Governance, audit trails, and role-based controls aligned with IT standards.
Enterprise-Grade By Design
Governance, audit trails, and role-based controls aligned with IT standards.
Modular And Extensible
Start with best practices, configure your own, scale across teams.
Modular And Extensible
Start with best practices, configure your own, scale across teams.
Modular And Extensible
Start with best practices, configure your own, scale across teams.
Outcomes You Can Measure
Faster prep, clearer recommendations, and consistent client experiences.
Outcomes You Can Measure
Faster prep, clearer recommendations, and consistent client experiences.
Outcomes You Can Measure
Faster prep, clearer recommendations, and consistent client experiences.
Natively Embedded, Open By Design
Natively Embedded, Open By Design
Natively Embedded, Open By Design
How AI Integrates With CIOS
Meeting intelligence, suitability checks, proposals, and reporting.
Native In CIOS
Meeting intelligence, suitability checks, proposals, and reporting.
Native In CIOS
Meeting intelligence, suitability checks, proposals, and reporting.
Native In CIOS
Integrate with existing platforms or run within CIOS.
API-Driven Modules
Integrate with existing platforms or run within CIOS.
API-Driven Modules
Integrate with existing platforms or run within CIOS.
API-Driven Modules
Launch templates, tweak prompts, adapt to your models and brand.
No-Code Configuration
Launch templates, tweak prompts, adapt to your models and brand.
No-Code Configuration
Launch templates, tweak prompts, adapt to your models and brand.
No-Code Configuration
Microsoft partnership, enterprise controls, and auditability.
Security And Governance
Microsoft partnership, enterprise controls, and auditability.
Security And Governance
Microsoft partnership, enterprise controls, and auditability.
Security And Governance
Empower advisors first, with optional self-execution for end clients.
Advisor And Client Options
Empower advisors first, with optional self-execution for end clients.
Advisor And Client Options
Empower advisors first, with optional self-execution for end clients.
Advisor And Client Options
Start with us
Start with us
Start with us
Experience the joy of future-proof wealth management.
