Decisions

Inspired by Technology

Wi-Ai EMPOWERS YOUR FINANCIAL SERVICES CLIENT OR CUSTOMER TO MAKE BETTER DECISIONS

EMPOWERING PROFIT

Wi-Ai empowers your financial services client or customer to make better decisions about your products, freeing you to create happier and more profitable business relationships.

ATTRACT AND RETAIN

Wi-Ai software allows you to attract and retain valuable customers by supporting them in understanding and harnessing their own strengths and weaknesses as decision makers.

FOCUS ON THE GOOD STUFF

Our suite of tools helps you to limit costly and self-sabotaging client behaviour, such as premature encashment or switching, so you can focus on the good stuff with your clients.

Our Mission: Your Benefit

Our behavioural finance solutions produce three main areas of benefit for our corporate customers

Customer Engagement and Retention

Wi-Ai’s products facilitate attracting, engaging and retaining clients for our corporate customers in ways which are substantially more cost effective and appealing than a number of current solutions.

Management Information

Our back-end MI portal has dashboard functionality for statistics and information. This can be developed to customers’ bespoke requirements, allowing enhanced understanding of user behaviour and providing a regulatory audit trail.

Flexibility

Our solutions are developed to operate via an API back-end that has been developed as a modular component, enabling integration with clients’ existing systems.

The Who, What and How of Wi-Ai

Who do we
really help?

Our products are designed to deliver powerful support to financial services businesses and their customers, including:

  • Pension, life assurance and ISA/GIA providers
  • Banks
  • Financial Advisers
  • Financial Adviser Networks
  • Fund Platforms
  • Employee Benefit Consultants and other advisers

What problems
do we solve?

We help you protect to future proof your business against:

  • Dwindling profits
  • Client attrition due to miscommunication
  • Frustrating and unhappy UX experience for provider and client alike
  • Complaints
  • Growing irrelevance of legacy products

How do we
do it better?

We combine:

  • Deep financial services industry knowledge and experience
  • Access to leading edge development talent
  • Unswerving focus on transforming our customers’ painful client communication issues into profitable relationships

Could you improve profitability and create happier client relationships with Wi-Ai tools?

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