filenote.ai

🌐 About Us At Filenote AI, we seamlessly enable the power of AI and automation for the wealth advisory sector. We provide solutions for wealth firms that reduce the cost of service, free valuable advisor time, and allow firms to spend more time with what counts - the clients. 🔍 Specialities: File Notes automatically written by AI Artificial Intelligence for Wealth Management Process Automation for Wealth Advisory 📈 Mission: Enabling wealth management firms to reduce the cost of providing financial advice 💡 Why Choose Filenote.ai? Innovative Solutions: Our state-of-the-art AI tools are custom-built for the wealth advisory sector. Client-Centric Approach: We have 100% focus on client results - your success is our success. Fast ROI: Our solutions cater firms of any size, ensuring our solutions will work for you. End-to-End Support: From initial consultation to post-implementation support, our team is dedicated to ensuring a smooth result. 📞 Get in Touch: Interested in freeing your advisors time? Let's transform your wealth advisory together. 📧 Email: info@blvsolutions.com 🌐 Website: www.blvsolutions.com Follow us to stay updated on the latest trends, insights, and innovations in the intersection of AI and the wealth advisory sector.

Website

https://www.filenote.ai/

External link for filenote.ai

Industry

Software Development

Company size

11-50 employees

Headquarters

Sydney, NSW

Type

Privately Held

Founded

2021

Specialties

automation, RPA, AI, RaaS, wealth advisory, financial advisory, software, AI, and GenAI