Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Wealth Wizards is a true fintech company combining leading edge technology with expert financial planning. We’re building an ecosystem of online advice and guidance tools that are accessible to everyone, helping people plan and manage their personal finances.

We are pioneering the combination of fintech expertise, financial intelligence, AI and smart software technology to deliver expert advice at an affordable cost.

We partner with progressive financial services brands to run a white-label technology platform for their businesses. Our belief is that everyone deserves the opportunity to create a positive future and feel in control of their finances.

How they describe their product/innovation: Wealth Wizards are here to revolutionise the world of financial advice by working with advice businesses to reduce risk, costs and service a growing client base. The most recent breakthrough in our innovative journey is ‘turo’, the AI financial adviser.

Learning from past at-retirement Defined Benefit cases, ‘turo’ is able to provide fully regulated financial advice with super-human accuracy. In seconds, a client receives a verdict about whether or not to transfer their Defined Benefit pension.

This is a ground-breaking example of how AI can augment a human adviser’s ability to produce robust and consistent advice at a fraction of the cost of traditional advice.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev. & Sales: Simon Binney, Bus. Dev. Director, simon.binney@wealthwizards.com
Press: Georgina Pickerill, Marketing Manager, georgina.pickerill@wealthwizards.com
Emma Harvey, PR, emma@seven-consultancy.com