Figen AI deploys its tailored generative AI solutions within the Métagram Group to transform regulatory compliance and reinvent client follow-up
Métagram, a national wealth management consulting firm strongly rooted in its region, surpassed one billion euros of assets advised in less than two years. Figen AI, for its part, is a French startup focused on developing AI solutions for professionals.
Following a deliberation of its Executive Committee, Métagram decided to provide all its current and future employees with the tool offered by Figen AI and to include Figen AI’s custom modules to comprehensively overhaul its professional tools, as well as a sovereign infrastructure aimed at optimizing regulatory processes and facilitating the client journey.
The partnership with Figen AI fits perfectly with this approach: providing the team with cutting-edge industrial tools while preserving the importance of the human and local roots that are Métagram’s strength.
A shared vision for an “enhanced” profession
“This collaboration with Métagram is not the result of chance. Vincent Couroyer was one of the first to recognize the impact of AI on our sector, co-authoring the practical guide to artificial intelligence for wealth managers, now recognized as a reference. With this deployment, we are moving toward implementation: our business AI agents integrate at the heart of Métagram’s processes to turn a regulatory challenge into a competitive advantage, while keeping the advisor at the center of the relationship. Our objective is clear: to make our clients the most performing in Europe in the field of enhanced wealth advisory, with a sovereign, auditable infrastructure designed for associated firms as well as end clients.”
— Vincent Aurez, President of Figen AI
“Our sector is facing increasing regulatory demands that should not encroach on the time dedicated to our clients. AI is not intended to replace advisors, but to support them in all aspects of their work. With Figen AI, we bet on operational excellence: impeccable compliance and optimized responsiveness for our clients. This is the future of wealth advisory. Since 2017, I have mentioned the concept of the augmented advisor, and I am proud today to begin its implementation for the benefit of all our employees and clients.”
— Vincent Couroyer, President of Métagram (and member of the CNCGP executive committee)
A strategic decision confirmed after six months of intensive experimentation
Métagram collaborated to experiment with and compare various AI tools available on the market for six months. These practical tests made it possible to assess, in real situations, the effectiveness and reliability of the solutions on complex real-world cases:
- wealth audits
- AML/CFT compliance
- automation and securing of suitability reports
- document analysis
- etc.
Figen AI’s AI agents proved their superior adaptability to business needs, as well as essential robustness in a regulated framework.
Objective: turn regulatory constraints into performance opportunities
By deploying Figen AI’s solutions, Métagram aims to achieve two key objectives:
- Ensure secure and reliable regulatory compliance through automated and well-documented processes.
- Improve client experience and responsiveness, allowing advisors to devote more time to human support.
Key Takeaways
- Ensure secure and reliable regulatory compliance through automated and well-documented processes.
- Improve client experience and responsiveness, allowing advisors to devote more time to human support.
Source: https://www.jaimelesstartups.fr/news/figen-ai-et-metagram-un-accord-strategique-pour-lia/
