The scale-up Figen AI partners with Wizio, the leading CRM for wealth management advisors, to integrate AI at the core of the business: automation, compliance, and enhanced customer experience.

The wealth management consulting sector is accelerating towards digitalization. The latest strong signal: the partnership between Figen AI, a French specialist in financial AI, and Wizio, a reference CRM already adopted by over 1,000 firms.

👉 Objective: to offer a "natively business" integration of AI, serving advisors, with three major promises:

Automate time-consuming tasks,

Strengthen regulatory compliance,

Enhance the customer experience.

This partnership illustrates a fundamental trend: AI is no longer a gadget but is becoming a structuring tool in the daily lives of wealth management advisors, investment advisors, and brokers.