Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, announced a strategic partnership with Fynancial, a leading social financial platform for the wealth management industry. Through this collaboration, Fynancial will integrate AI Risk’s proprietary AIR-GPT technology into its platform, providing advisors with a secure and innovative AI-powered solution.
“We are thrilled to partner with Fynancial to bring the power of AI to wealth management while maintaining the highest standards of security and compliance,” said Alec Crawford, Founder and CEO of AI Risk. “By combining Fynancial’s robust platform with AIR-GPT’s advanced capabilities, we are empowering advisors to enhance efficiency, improve client experiences, and mitigate risks all while meeting anticipated SEC compliance rules around AI and cybersecurity.”
AIR-GPT offers a range of AI-driven features designed to streamline advisor workflows and boost productivity, replacing handfuls of other AI products on a single platform. Though the use cases are expanding every day, initial ways that advisors can benefit include:
- Pre-meeting Readouts: Consolidating client information into easily digestible summaries.
- Audio Transcription: Transcribing client meetings, extracting action items, and generating meeting notes.
- Predictive Responses: Providing AI-powered suggestions for client communications.
- AI-Assisted Writing: Generating marketing content and client correspondence.
- Sentiment Analysis: Assessing client sentiment across various communication channels.
“Our partnership with AI Risk is a testament to our commitment to providing advisors with the most advanced and secure tools available,” said Patrick Parker, Chief Product Officer at Fynancial. “By incorporating AIR-GPT into our platform, we are enabling advisors to leverage the benefits of AI while adhering to strict regulatory requirements and giving their clients the best service possible.”
Across their platforms, AI Risk, Inc. recently introduced the ability for companies to create no-code AI agents that can link into SQL databases and any internal or external API. For example, AIR-GPT links into Outlook, Zoom, Teams, Hubspot and other popular CRMs, turning the AI into a command center for financial advisors and other professionals.
As regulations like the SEC Predictive Analytics and Investment Manager Security Cyber Security Rules make their way through the regulatory process, AI Risk, Inc. tools provide ways for advisors to be instantly compliant and safe with their use of AI. AI Risk, Inc. also offers a-la-carte software for “AI SEC compliance as a service” and “AI cybersecurity as a service,” providing solutions for the world’s largest and most sophisticated organizations.
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