Finovate Demo Video Archives

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Presenter Profile:

How they describe themselves: Nextvestment is a compliance-native AI platform for wealth management. We help financial institutions bring AI into client and advisor workflows, combining portfolio intelligence, behavioral signals and institution-defined controls to personalize engagement and support better investment conversations. The platform connects client-facing AI with advisor tools while preserving context across every interaction, giving institutions a governed, auditable way to deploy AI across the wealth journey.

How they describe their product/innovation: Nextvestment Client AI connects the client and advisor experience around a shared intelligence layer. Clients receive personalized, portfolio-aware conversations shaped by their holdings, behavior and intent. Advisors use a more advanced copilot for rebalancing, drift analysis and portfolio decision support, with full context from prior client interactions. The innovation is continuity: the same intelligence follows the client from exploration through to advisor-led action, with institution-defined controls governing when and how that handoff occurs.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Licensed

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

Contacts:

Bus. Dev.: Michael Davies (Founder), [email protected], 978-696-9364
Press: Annabelle Lin (CRO), [email protected], +65 9060 6369