Figen AI offers its dedicated AI agent for wealth management advisors.

Figen AI, a French FinTech specializing in AI tools for wealth management and finance professionals, launches its "AI agent" offer, ChatCGP, a reliable and personalized tool designed to support and assist wealth management professionals.

In the face of the growing complexity of regulations, accelerated digitalization, and the increasing demand for personalized savings solutions, Figen AI's solution relies on validated and continuously updated databases (legal codes, BOFiP, etc.) as well as human supervision to ensure the reliability of responses.

Figen AI has focused on the concrete needs of wealth management firms, family offices, and private banks: tax analysis, wealth optimization, etc. Thanks to an "AI agent" capable of breaking down problems into subtasks, manual research is largely automated, allowing professionals to concentrate on their key role: human support.

Specifically, Figen AI offers two solutions:

• a subscription to a platform that provides access to AI assistant tools for wealth, tax, legal, and extra-financial expertise research;

• custom implementations in the intranets or extranets of companies in the savings and finance sector. By connecting the tool to their own databases, they can benefit from an AI "trained" on specific cases and products.

At the helm of Figen AI are an industry leader and two seasoned entrepreneurs who have already founded and developed several start-ups in FinTech and Tech: Vincent Aurez, former innovation director in asset management, Maxime Perdu, co-founder of Money Walkie, a collaborative financial management mobile app, and Selego, a start-up incubator, and Nicolas Paulus, co-founder of the web agency Antadis and the recruitment agency NextStation.

Articles liés

The true value of advice in the age of AI agents.
The true value of advice in the age of AI agents.

Discover Figen AI, the suite of AI assistants designed for wealth management advisors. Taxation, lif...

Millennials cash in, boomers cash out.
Millennials cash in, boomers cash out.

Baby boomers are dis-saving, millennials are investing: an analysis of new saving behaviors and stra...

Artificial intelligence, France has everything to succeed, except time to waste!
Artificial intelligence, France has everything to succeed, except time to waste!

France is investing heavily in AI (€109 billion), but remains dependent on time, infrastructure, and...