Mallowstreet launches AI tool built for wealth , asset managers to analyse meetings
Mallowstreet has launched SOFI , an AI tool designed to analyze and enhance meetings for wealth and asset managers. Developed over three years with industry-specific data, SOFI aims to save time, improve meeting delivery, and provide comprehensive metrics on risk, return, liquidity, time horizon, portfolio fit, and ESG. The tool offers instant feedback on bespoke queries, making it a valuable asset for firms seeking efficiency and at-a-glance meeting metrics. SOFI s unique approach lies in its calibrated models, which understand the context of financial services conversations, resulting in highly accurate interpretations. CEO Stuart Breyer emphasizes the transformative potential of AI in work and client interactions. SOFI has been updated 25 times since its launch, with usage growing by 20% monthly. The tool has been adopted by various businesses, including asset managers, pension funds, and wealth managers across the UK, EU, and US. By utilizing SOFI, firms can focus on their clients financial futures, store and organize meeting notes, and exceed expectations. Mallowstreet s SOFI represents a significant advancement in addressing challenges within the pensions sector, showcasing the power of AI in improving business processes and outcomes.
Source: international-adviser.comPublished on 2024-09-27
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