Today marks a pivotal moment for financial advisors as we proudly announce the general release of FAYBL's Autonomous General Agent!
There are a lot of functional AI tools about, and like with FAYBL, you can get some productivity boosts with them. But the FAYBL General Agent is unique, in that it can follow and recommend how to complete whole workflows. Human in the loop, got and execute on them. And deliver a real transformation to your professional life.
For the dedicated financial advisor, our General Agent is engineered to integrate seamlessly into your existing operations, requiring little or no change to your current business systems.
When set up correctly, we believe FAYBL can help you:
The FAYBL General Agent can be deployed as a standalone solution, giving you immediate control. However, we understand that true transformation often benefits from expert guidance. We can arrange for the right advisory firm to step in, providing hands-on assistance with setup, comprehensive training, ongoing support, and best practices to ensure you hit the ground running.
Our autonomous General Agent is designed to be a constant, intelligent presence within your practice.
It's like having a kitchen, and you may have many tools. Like a fridge, a stove, a pantry. Which may all be AI powered. A General Agent is like having a Sous Chef. Who can a work with you and operate all the tools and deliver you a result.
Getting started is intuitive:
You have the power to align the General Agent with your firm's unique values, goals, and service delivery model.
We understand the critical importance of client data privacy and accuracy. You cannot afford the risk of your client's private data being exposed or errors in AI agent alignment. FAYBL ensures:
The FAYBL General Agent is a sophisticated listener and researcher.
It securely monitors:
In a secure and private manner, it then researches and alerts you to critical information, opportunities, and potential issues. Recommends a course of action to get to a goal or outcome. Human in the loop, you can edit or adjust as needed. The sit back and wait for it to complete, and it'll alert you as it's going along and when it finishes.
Most financial planning follows a series of established steps and myriad functional tasks. We recognize the importance of these structured processes. What sets FAYBL apart is its foresight. From the very first client contact to the completion of the entire process, the General Agent anticipates and identifies which information is important and where it will be needed.
This unique capability allows FAYBL to compress and re-engineer business processes, enabling whole-of-process completion in minutes, not days and weeks.
Consider meeting notes. While you can use a generic AI tool to transcribe a meeting and try to apply a template, this often leaves you "fossicking" for information to complete other tasks (filling forms, data entry, modeling, etc.), aside from the compliance aspect.
With FAYBL's foresight, we can speculate and visualize the entire process as it unfolds. Knowledge about possible end-information requirements is brought into your current experience, in the context of you and your client's personal information. As such, we can architect entire workflows to product delivery and dramatically compress timelines.
Another powerful example is when a significant event occurs – say, with a specific fund, an economic shift, or a particular stock. The FAYBL AI listens in, is able to collate and research the event in the context of your firm's research, working collaboratively with you. Crucially, it then contextualizes this information for each of your clients.
So, if you have 80 clients, and 20 of them have exposure to one security, and 30 are interested in another, FAYBL is able to, in near real-time as the opportunity unfolds, pre-research and accelerate your ability to advise all your clients. This extends beyond individual clients to even informing your community on social media, all with unparalleled speed and relevance.
FAYBL's General Agent is available on an enterprise pricing model. For some high-value tasks, we may bill separately, but only on a success-based model – meaning, if we have created and delivered measurable value for you, then we may charge you for the compute resources used.
The FAYBL General Agent is available first for our early access and enterprise users. We provide comprehensive support through our network of solutions and integration partners.
If needed, we can introduce the right integration partner to help you get started in the location you're in.
Ready to transform your financial advisory practice?
Get in touch with us today to find out more about how FAYBL's Autonomous General Agent can revolutionize your business.
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