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Inversis Launches Copilot to Personalize Financial Advice with AI
Financial advisory

Inversis Launches Copilot to Personalize Financial Advice with AI

Inversis has launched Copilot, a tool developed with AI that allows greater personalisation of the financial advice offered to customers, ensuring compliance with current regulations at all times.
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12 APR, 2024

By Jose Luis Palmer from RankiaPro Europe


Inversis, a subsidiary of the Banca March Group, introduces Copilot, an innovative tool powered by Artificial Intelligence (AI) aimed at enhancing the customization of financial advisory services for clients. Developed in collaboration with Openfinance and, Copilot integrates AI capabilities to navigate client needs effectively while ensuring compliance with existing regulations.

The Power of AI in Financial Advisory

Copilot, developed by Openfinance and, represents a significant leap in the realm of financial advisory services. Leveraging various AI techniques, the tool meticulously assesses client requirements, taking into account financial and regulatory variables, as well as each entity's unique strategy. This ensures tailored recommendations that align closely with client objectives.

Enhancing Client Engagement and Compliance

One of Copilot's key strengths lies in its ability to provide real-time insights, enabling advisors to craft personalized proposals tailored to individual client profiles. By harnessing data in real-time, advisors can adapt their recommendations swiftly, ensuring alignment with each entity's specific advisory strategy while meeting regulatory obligations.

Ana Lledó, Director of Business and Institutional Relations at Inversis, highlights Copilot's significance in navigating evolving regulatory landscapes. She emphasizes its capacity to optimize decision-making by balancing profitability and risk while proactively addressing forthcoming regulatory directives such as MiFID III.

Oscar Vicente Plaza of underscores Copilot's contribution to enhancing the precision of financial advice. By integrating AI, the tool offers increased transparency and traceability throughout the advisory process, ultimately improving efficiency and deepening client understanding.

In conclusion, Inversis' launch of Copilot signifies a significant step towards revolutionizing financial advisory services through the seamless integration of AI. As the financial landscape continues to evolve, such innovative solutions will play a pivotal role in delivering personalized, compliant, and impactful advice to clients.

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