Visit fincite

Book a Demo

Visit fincite

Book a Demo

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.

Explore AI Use Cases for Advisors

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.

30%
30%
30%

Customer satisfaction

Customer satisfaction

Customer satisfaction

+0%
+0%
+0%

Customer satisfaction

Customer satisfaction

Customer satisfaction

-32x
-32x
-32x

Customer satisfaction

Customer satisfaction

Customer satisfaction

20%
20%
20%

Customer satisfaction

Customer satisfaction

Customer satisfaction

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.

Discover AI Use Cases

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.

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?