FinAI Services

Stay ahead of the curve by joining our free AI Tool-Specific Webinars. These virtual events feature industry experts and cover a variety of relevant AI tools including ChatGPT, FinChat, and Writesense to improve various aspects of an asset management firm, including portfolio management and communication both internally and externally. These webinars are extremely useful as they allow you to see a variety of tools and make a decision for yourself on what tools you see adding the most value within your firm.

Need personalized help or one-on-one guidance? Our Individual Consulting service is designed to address specific questions or challenges you may have. This is primarily designed for senior management as they will have the best understanding of what parts of the firm need to be improved using AI implementation. Although we see AI being applicable to every aspect of Asset Management, we believe it is important to take effective approaches when it comes to implementation.

We offer firm implentation sessions for clients who are looking to incorporate new AI technologies into their workflows. These sessions cover AI Literacy and are tailored to a client. For example, we can educate members of a firm collectively on how to use AI technologies that you may be looking to implement. This will allow everyone to be on the same page and shorten implementation time. Led by experienced instructors, these hands-on workshops provide a supportive space to ask questions.