24/7 personalized consulting that not only guides investors but generates new offers and increases revenue. Developed with specialized AI and full compliance with CVM regulations.
Interactive demo with simulated data for complete exploration
Our Virtual Advisor uses specialized artificial intelligence to offer personalized consulting, always in compliance with Brazilian financial sector regulatory standards.
Continuous service without interruptions
Full compliance with regulations
Expands offers and increases conversions
Test all features in our interactive demo with simulated data. Navigate the dashboard, explore client profiles, configure alerts and see the complete system in operation.
Simulated data for demonstration purposes • Secure test environment
The Virtual Advisor is a flexible platform that molds to your specific needs. You don't need to adapt to the system - the system adapts to you.
Need a specific feature? We develop and integrate custom capabilities: specialized simulators, integrations with legacy systems, personalized reports and much more.
Each institution has its own way of working. We adjust workflows, customize dashboards, modify business rules and adapt the interface to reflect your brand and processes.
The Virtual Advisor integrates natively with your existing systems: core banking, CRM, custody platforms, Open Finance and any API you already use.
Beyond customizing the base platform, we offer completely custom development for unique needs. If you have a specific use case or complex process, we develop a fully personalized solution that meets 100% of your requirements.
Advanced technology to transform your investment operation
Automatically identifies each investor's risk profile and objectives, offering personalized recommendations.
Suggests suitable investment products based on market analysis and customer history.
Automatically generates suitability reports and documentation required for compliance.
Connects to Open Finance for complete analysis of the customer's financial situation.
Monitors and reports the performance of portfolios and recommendations made.
Service via chat, voice and video with intuitive and responsive interface.
Developed in full alignment with the main regulations of the Brazilian financial market.
Securities and Exchange Commission
Central Bank of Brazil
Council for Financial Activities Control
How the Virtual Advisor transforms different types of institutions
Expands service capacity without increasing operational costs, offering specialized 24/7 consulting.
Modernizes investment services while maintaining the quality and compliance required by the market.
Scales personalized service to thousands of clients simultaneously while maintaining quality.
Schedule a personalized demonstration and discover how the Virtual Advisor can revolutionize your operation.
Questions about the Virtual Advisor? Contact us: contact@aiqgen.com