The AI platform that gives financial advisors superpowers
Improve team productivity, increase customer satisfaction, and reduce churn, all in one advisory intelligence platform.
Meet Ameya
Hello!
Ameya is our intelligent assistant.
She's ready to help you unlock and leverage your most important dataset - your customer conversations.
Ameya is built on customer interactions, powered by the industry's leading AI solutions, and tailored to help your advisor team do more with less.
Live
Assistance
Ever had to search through the intranet to answer a query from a customer? Or have to look up a policy to to make sure you got it right?
No more; with live assistance you have instant access to automated real time knowledge.
Personalized
Coaching
Give your advisor team access to your customer journeys by letting Ameya provide proactive data-driven guidance and tailored coaching;
Ensuring that your customers remain happy and you stay ahead of churn.
Automatic
Documentation
Free up your advisors to do what they do best, be human in conversations with your customers.
By letting Ameya; document conversations word for word, note down action points and write up summaries.
Ready to give your advisor team superpowers?
Don’t hesitate to send us an e-mail - we will get back to you as soon as possible.