Revolutionizing Financial Services with AI-Powered Personalization

INVIST transforms how financial institutions connect with clients through AI-driven insights and personalized investment strategies. Our platform bridges the gap between financial products and individual investors, ensuring that every interaction is tailored, timely, and effective.
 

Challenges in Engaging Modern Investors

Despite access to vast amounts of data, financial institutions often fail to deliver personalized experiences at scale. Generic advice leads to poor engagement, high churn, and missed opportunities. Data silos and fragmented communication strategies further widen the gap between financial products and the individuals they’re meant to serve.

INVIST: Your AI-Powered Financial Intelligence Hub

At INVIST, we’re pioneering personalized, scalable investment strategies through our Account Based Investment (ABI) platform. Our mission is to bring marketing-level customization to the financial industry, empowering institutions to deliver tailored, data-driven recommendations that perfectly align with each client’s unique profile.

Predictive Models

INVIST’s AI models analyze transaction histories, market data, and behavioral patterns to predict client needs, such as potential investment shifts or churn risk. By anticipating these needs, financial institutions can proactively engage clients with personalized recommendations, reducing churn and increasing satisfaction.

Data Integration

Our platform integrates with your CRM and other internal systems to unify first-party data, creating a comprehensive view of each client. This unified data source allows for more accurate predictions and personalized financial strategies, ensuring that every client receives the right advice at the right time.

Market Insights

Using our market data crawler, INVIST monitors news, currency fluctuations, and market trends to offer real-time insights. These insights are then cross-referenced with your product offerings to ensure that clients receive timely, relevant investment advice, tailored to the current market conditions.

Conversational AI

Our conversational AI engages directly with your clients, understanding their profiles and presenting new products and investment opportunities tailored to their needs. This AI-driven interaction enhances client engagement and automates personalized communication at scale, freeing up valuable time for your team to focus on higher-value tasks.

How It Works

INVIST connects directly with your existing systems, integrating seamlessly with your CRM and other data sources. Once integrated, our AI begins analyzing your data, building detailed profiles for each of your clients. From there, our conversational AI engages with clients, providing personalized recommendations and insights based on real-time market data. Whether your goal is to increase client retention, enhance satisfaction, or grow your assets under management, INVIST delivers the tools and insights you need to succeed.
 

Fortified Protection, Total Confidence

Isolated Assurance
Isolated Assurance

Operate in a dedicated, SOC2 & LGPD-compliant environment, ensuring your data remains isolated and secure, with no compromises.

Precision Control
Precision Control

Robust Identity and Access Management (IAM) measures protect every layer of our infrastructure, ensuring only the right people have access, at the right time.