Concierge AI Search

Better results. Better decisions.

Save Clients and Prospects Thousands on Considered Purchases.

Concierge AI Search uses multiple enterprise-grade AI platforms to ensure coverage, and then synthesizes each reply using custom algorithms to ensure accuracy. DIY AI won’t give you that!

If your prospects or clients are considering a major purchase of any kind, let Concierge AI help find the information they need, analyze options, recommend others they may not have considered, and help them make the best decision. CAIS streamlines sharing with a financial advisor, adding a human in the loop, the most effective application of AI.

FPA Advantage

Clients often ask advisors whether they should buy, finance, repair, upgrade, or delay a major purchase. Those questions can take hours to research, but they typically do not directly generate advisory revenue.

But when a client purchase is large enough to affect cash flow or savings, they naturally want a trusted second opinion.

The advisor can give the client a CAIS search token and let the system do the research. The advisor stays positioned as helpful and thoughtful, without spending hours comparing options.

Benefits

• Improved new client close ratio by demonstrating immediate tangible value.
• Reduced time spent as an unpaid shopping agent for a clients.
• Tangible cost savings that an Advisor can recommend be put to work, starting a new account or expanding AUM.