---
title: "Figen Ai | AI for Insurance Brokers & Finance"
description: "Boost productivity and sales: product simulators, digital subscriptions, and AI-driven wealth management CRM for a seamless customer journey."
canonical: "https://www.figenai.com/en/courtier"
locale: "en"
updated: "2026-01-16"
---

# The tool for insurance and finance brokers

## Would you like?

- Support and retain your clients at every stage of their projects: contingency planning, retirement, business life, tax optimization, business sale, succession.
- Retain and strengthen your clients' support across all wealth-related topics
  Save time: calculations, account statements, reports.
- **Objective**

  Diversify and grow your wealth management activity with a powerful, accessible solution adapted to your needs.

---

## Strengthen your expertise and showcase your wealth advisory

- Easily develop an advisory approach with your clients by relying on comprehensive, educational and operational wealth resources.
- Easily access all the essential educational content to answer your clients' questions, refine your advisory strategies, prepare client meetings and ensure impeccable written documents.
- **Automation**

  Automate advisory actions, whether proactively or to set up ongoing wealth monitoring for your clients.

---

## Your tax advisor assistant

Electronically file your clients' forms directly with all e-filing partners

**Forms**

2042, 2044, 2074, 2047, IFI, 2072, etc.

Support your clients with their tax returns and retain them with prefilled and detailed declarations.

"Identify optimization opportunities to reduce your clients' tax burden in accordance with the latest finance laws."

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## Reinventing wealth management

- Analyze your clients' wealth situation using powerful calculators and simulators, globally or by specific topic: tax, social, inheritance, executive approach, etc.
- Advise and illustrate the impact of your recommendations to optimize your clients' wealth situations.
- Have an ergonomic solution automatically updated with the latest finance laws
  Adopt the Futuris module for your colleagues specializing in contingency planning, your assistant for retirement and contingency.
- Career reconstruction from RIS import, contingency assessment, optimization of the executive's compensation.

## Try it free for 14 days.

[Try now](https://app.figenai.com/register)

[Request a demo](https://cal.com/team/figen-ai/demonstration-figen-ai)

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