Vise Intelligence is powered by large language models and is designed to ingest information from every specific client in a financial advisor's portfolio. The AI was trained on tens of thousands of data points from the market on different companies, fundamentals of companies, broad market trends, and combines this with information from each client in a secure inference. The company believes that wealth management is going through a transformation where technology and investment management are no longer separate, and aims to be the go-to for financial advisors looking to serve more clients with a human touch.
Key takeaways:
- Vise, a New York City fintech company, is planning a comeback with the release of its new AI service, Vise Intelligence. This conversational AI model is designed to support human financial advisors by preparing reports, answering questions, and providing up-to-date information about investment portfolios.
- Vise Intelligence is powered by large language models and is designed to ingest information from every specific client in a financial advisor's portfolio. It then custom tailors its insights for them, allowing their human advisor to discuss their financial situation.
- Vise Intelligence was trained on tens of thousands of data points from the market on different companies, broad market trends, and combines this with information from each client in a secure inference. This includes the client’s previous positions, trades, gains and losses, as well as their financial goals, risk tolerance, retirement date, and other financial milestones.
- The company believes that wealth management is going through a transformation where technology and investment management will no longer be separate. Vise aims to be the go-to for financial advisors looking to serve more clients with a human touch.