The next best action for every client conversation
Real-time in the advisor’s workflow, based on the client’s actual need, with the licensed human always deciding.
The problem
Why current advisory practices fall short
Advisors cannot know every product
The financial product portfolio is vast and keeps growing. A single advisor can hold only a fraction in mind.
Preparing recommendations takes time
Manual analysis of client needs, browsing product sheets and drafting a proposal takes hours instead of minutes.
Untapped potential
Without data-driven recommendations, part of the product portfolio is systematically underutilised.
How it works
How it works
Enter the client profile
Age, goals, risk profile, existing products. The system saves the profile instantly.
AI analyses and matches
The engine compares the client profile against the entire product portfolio and identifies the best matches.
Receive concrete recommendations
A ranked list of products with justification for each suggestion, ready to present to the client.
What you get
What you get
Real-time recommendations
Results instantly, during the client meeting.
Compliance-ready
The engine respects regulatory constraints automatically.
Connected to your products
The engine works with your current product portfolio. No generic recommendations.
Performance analytics
Track which recommendations lead to closed deals.
Be among the first
Recommendation Engine is in development — sign up and get access to the beta version first.
or write to jan.kluz@emable.ai