What does Figen AI do for a broker?
Figen AI is French AI software for wealth management and finance professionals. For an insurance broker, it documents the duty to advise and keeps track of policies; for a credit broker, the Pack Courtier helps build and secure a loan file faster. All of it comes with a wealth CRM and the aggregation of your clients’ data.
A report for every meeting, without writing it
Figen AI’s recorder captures a meeting held in person or by video call and, a few minutes later, produces a structured report: key points, decisions, next steps, missing information and documents to request.
- By video call (Zoom, Meet, Teams, Livestorm) or around a single microphone.
- A CRM update suggested automatically after the meeting.
- Real-time suggestions during the meeting.
- Export to PDF or Word, and a mobile app.
A documented duty to advise
From the client file, Figen AI generates the entry-into-relationship document (DER), the engagement letter and the client fact-find, then a five-step MiFID II and IDD suitability report that can be signed and keeps an audit trail.
- The MiFID II investor profile: questionnaire, transparent and versioned scoring, time-stamped profiles.
- A complete process for life insurance.
- KYC, AML/CFT, built-in electronic signature and archiving.
- Documents designed with compliance (RCCI) and legal experts.
The Pack Courtier, for credit brokerage
The Pack Courtier brings together nine specialist AI assistants and the recorder, in two journeys: business credit and credit for individuals.
- Business credit: frame the file, identify the documents, secure the analysis, produce the summary.
- Credit for individuals: collect the supporting documents, analyse and compare, generate the summary note.
- The recorder feeds the CRM, identifies missing information and lists the documents to request.
- The aim: standardise the analysis, reduce operational risk, speed up the sales cycle.
Read the Pack Courtier launch announcement (25 March 2026).
A wealth CRM and an aggregator to follow every policy
Figen AI is also a wealth CRM and an aggregator: your clients’ policies, whether managed, advised or simply observed, are tracked in their record, and data from their banks and insurers arrives there through Flanks, Figen AI’s global partner for aggregation.
- How wealth evolves over time, and policy performance (IRR, TWR).
- Alerts and the detection of business opportunities.
- Calendar, tasks, emails, documents and signatures linked to the client.
Learn more about aggregation with Flanks.
Key points
- One workspace for analysis, calculations, documents and client follow-up.
- Sourced answers, and calculations traceable back to the text they rest on.
- Data hosted in France, and no model is ever trained on your clients’ data.
