Figen AI and Métagram announce the signing of a strategic agreement to equip the entire network with dedicated solutions.
A nationally scaled wealth management adviser with strong regional roots, Métagram surpassed the one-billion-euro mark of assets advised in less than two years. Figen AI is a French fintech specialized in developing business AI solutions.
A deployment approved at the highest level
Following a decision approved by its Executive Committee, Métagram has chosen to equip all its current and future employees with the Figen AI tool and to integrate Figen AI's customized modules in order to deeply transform its business tools and to implement a sovereign infrastructure designed to industrialize regulatory processes and streamline the client journey.
The partnership with Figen AI is part of this strategy: to provide teams with state-of-the-art industrial tools, without giving up the human and territorial roots that are Métagram's strength.
Statements
“This integration with Métagram is anything but accidental. Vincent Couroyer was one of the first to take seriously the impact of AI on the profession, co-authoring the practical guide to artificial intelligence for financial advisers, which became a reference for the profession. With this deployment, we move from reporting to implementation: our business AI agents are integrated at the heart of Métagram's processes to turn regulatory constraints into a competitive advantage, while keeping the adviser at the center of the relationship. Our ambition is simple: to make our clients the most advanced players in Europe in augmented wealth advisory, with a sovereign, auditable infrastructure designed for both affiliated firms and end clients.”
— Vincent Aurez, President of Figen AI
“Our profession is facing an inflation of regulatory obligations that must not come at the expense of time spent with our clients. AI is not here to replace the adviser, but to support them in all dimensions of their work. With Figen AI, we are betting on operational excellence: flawless compliance and increased responsiveness for our clients. This is the future of wealth advisory. As early as 2017, I spoke of the augmented adviser, and I am proud today to move to its deployment for the benefit of all Métagram employees and our clients.”
— Vincent Couroyer, President of Métagram (and member of the CNCGP executive committee)
Key Takeaways
- Strategic agreement between Figen AI and Métagram to equip the network with dedicated solutions.
- Equipping all employees (current and future) and integrating customized Figen AI modules.
- Objective: industrialize regulatory processes and streamline the client journey via a sovereign infrastructure.
- Positioning: AI supports the adviser and keeps them at the center of the client relationship.
