Figen AI and Métagram announce the signing of a strategic agreement to equip the network with dedicated solutions.
Figen AI and Métagram announce the signing of a strategic agreement to equip the network with dedicated solutions.
A nationally scaled wealth management advisory firm with strong regional roots, Métagram exceeded the one billion euro mark in advised assets in less than two years. Figen AI, meanwhile, is a French fintech specializing in the development of industry-specific AI solutions.
Following a decision validated 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 profoundly transform its business tools and 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.
A shared vision of the “augmented” profession
“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 wealth advisors, which has become a reference for the profession. With this deployment, we move from discussion to implementation: our industry-specific AI agents are integrated at the heart of Métagram’s processes to turn regulatory constraints into competitive advantages, while keeping the advisor at the center of the relationship. Our ambition is simple: to make our clients the most advanced players in Europe in terms of augmented wealth advisory, with a sovereign, auditable infrastructure designed both for associated firms and end clients.”
— Vincent Aurez, President of Figen AI
“Our profession faces 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 advisor, but to support them in all aspects 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 advisor; 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)
A strategic choice confirmed after six months of intensive tests
Métagram conducted joint experimentation and comparison of different AI market solutions over 6 months. These tests made it possible to evaluate, in real conditions, the power and reliability of the solutions on complex real-world cases:
- wealth audit
- AML/CFT compliance
- automation and securitization of suitability reports
- document analysis
- etc.
Figen AI’s AI agents demonstrated superior adaptability to business needs, as well as the robustness required in a highly regulated environment.
Objective: turn regulatory constraint into a performance lever
By putting Figen AI’s solutions into production, Métagram pursues two structuring objectives:
Key Takeaways
- Secure and make regulatory compliance more reliable, thanks to automated and documented processes.
- Strengthen the client experience and responsiveness, by giving advisors back time for human support.
About Figen AI
Figen AI is a French fintech specializing in industry-specific AI applied to wealth management. Its AI agents are deployed on an online platform and can be integrated directly into partner tools or internal business software.
Its AI agents support professionals in preparing wealth assessments, detecting tax opportunities, drafting compliant documents, or analyzing REITs. The platform stands out with a proprietary multi-agent model that integrates via API with existing solutions.
About Métagram
Métagram is a private management group created in 2023 by Vincent Couroyer, with the support of Meanings Capital Partners. In less than two years, the group has exceeded the one billion euro mark in advised assets and relies on an equity partnership model with recognized advisory firms and family offices in their territories.
Present through four regional hubs, Métagram structures a network of partners and employees dedicated to local, sustainable advisory deeply rooted in the French regions.
Source: Find the details of our collaboration in our press release
