Sold by: Global Mobility ServicesÂ
An AI-powered platform that helps financial institutions deliver compliant, hyper-personalized financial advice using generative AI. Built to boost engagement, financial literacy, and trust at scale.
Overview
The AI-Powered Personalized Financial Advisory Platform revolutionizes how financial institutions interact with clients by delivering tailored, compliant financial guidance using cutting-edge AI. Designed for banks, wealth managers, and credit unions, the platform leverages retrieval-augmented generation (RAG) and secure AWS infrastructure to transform customer transaction history, spending patterns, and financial goals into real-time, actionable advice.
Whether integrated into mobile apps, online banking, or digital investment platforms, this solution allows institutions to enhance financial literacy, foster deeper engagement, and unlock new revenue channels through relevant cross-selling—all while maintaining regulatory transparency and data governance.
Key Benefits AI-Driven Financial Insights Leverage RAG with large language models to deliver compliant, personalized recommendations based on real-time financial behavior and long-term goals.
Compliance First Integrates with AWS Model Monitor, Guardrails, and Clarify for built-in bias detection, explainability, and regulatory readiness.
Cloud-Native Scalability Built on secure AWS infrastructure with high availability, encrypted data pipelines, and flexible deployment across regions.
Seamless Integration Embed into existing digital platforms via web or mobile UI for real-time client-facing experiences without disrupting core systems.
Highlights
- Hyper-Personalized AI Advice — Provide each client with advice tailored to their financial profile, powered by explainable AI.
- Compliance Built In — Align with financial regulations using AWS-native tools for governance, model monitoring, and data security.
- Seamless Deployment — Easily integrates into banking portals and investment platforms with scalable AWS infrastructure.
Details
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Delivery method
Deployed on AWS
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Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.
Legal
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Support
Vendor support
Global Mobility Services (GMS) is committed to providing full deployment and integration support for your AI-Powered Financial Advisory Platform. We partner with your team to ensure smooth implementation and ongoing performance optimization.
Email Support: cloud@gmobility.com (Response within 24 hours, Mon–Fri)
Support Includes: End-to-End Deployment: From initial setup to API integrations, our certified cloud engineers handle every step of onboarding.
Training & Documentation: Access live walkthroughs and detailed documentation to help your teams manage and scale the solution.
Ongoing Optimization: Premium support includes ongoing monitoring, AI model tuning, and integration updates to align with evolving compliance needs.
Our collaborative approach ensures you get continuous value from the platform—with personalized support at every step.