CIOS AI highlights
CIOS AI highlights
CIOS AI highlights
AI use cases with real impact, not hype
Designed with 11+ years of wealth expertise and our partnership with Microsoft.
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 notetaking
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 notetaking
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 notetaking
Capture insights instantly
Hyper-personalised Reporting
Create reports in seconds, not hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity, always consistent and ready to share.
Deliver reports instantly
Focus more on clients
Hyper-personalised Reporting
Create reports in seconds, not hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity, always consistent and ready to share.
Deliver reports instantly
Focus more on clients
Hyper-personalised Reporting
Create reports in seconds, not hours
AI generates personalized reports tailored to each client’s portfolio, goals, and activity, always consistent and ready to share.
Deliver reports instantly
Focus more on clients
CIOS Copilot
Ask. Analyze. Act instantly.
The CIOS 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 CIOS 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 CIOS 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
Proven for wealth management
Proven for wealth management
Proven for wealth management
Tailored AI for advisors
Natively embedded, open by design.
Understands portfolios
Wealth-specific data models for mandates, suitability, and proposals.
Understands portfolios
Wealth-specific data models for mandates, suitability, and proposals.
Understands portfolios
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 first
Enhances, not replaces, advisors to give clients more time.
Human first
Enhances, not replaces, advisors to give clients more time.
Human first
Enhances, not replaces, advisors to give clients more time.
Enterprise-grade
Governance, audit trails, and role-based controls.
Enterprise-grade
Governance, audit trails, and role-based controls.
Enterprise-grade
Governance, audit trails, and role-based controls.
Modular
Start with best practices, configure your own, scale across teams.
Modular
Start with best practices, configure your own, scale across teams.
Modular
Start with best practices, configure your own, scale across teams.
Measurable outcomes
Faster prep, clearer insights, improved experiences.
Measurable outcomes
Faster prep, clearer insights, improved experiences.
Measurable outcomes
Faster prep, clearer insights, improved experiences.
Start with us
Start with us
Start with us
