Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: GPTadvisor is a tech startup transforming the wealth management sector by integrating the latest generative AI tech. GPTadvisor enhances the efficiency and effectiveness of financial professionals worldwide, offering tools and insights that streamline complex decision-making processes. The company’s mission is to equip wealth managers with innovative solutions to thrive in the competitive and rapidly evolving financial landscape.

How they describe their product/innovation: GPTadvisor^® is the state-of-the-art SaaS platform designed specifically for the wealth management industry. It leverages advanced generative AI to provide precise, AI-driven insights and tools for investment analysis, portfolio management, and client advisory. This platform ensures reliability, speed, and adaptability in handling financial data, setting a new standard for personalised client service and strategic investment management.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Nacho Díaz de Argandoña (CPO), ndda@gptadvisor.com, +34-609206286
Press: Nacho Díaz de Argandoña (CPO), ndda@gptadvisor.com, +34-609206286