Uprise Embedded

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App Details

Who is it for?
Uprise Embedded can be useful for the following user groups:., Financial advisors., Financial institutions., Wealth management firms

Description

Premium, an AI-powered financial advisory platform that offers a personalized financial optimization engine. Backed by certified financial advisors, Premium helps users from trusted financial institutions to successfully cross-sell products at the right moment with one click. Partners can increase revenue per user by over 66%, gaining insights into customers' full financial picture to tailor their services effectively. By automating regulatory compliance and offering concierge services for comprehensive financial planning, Premium ensures a seamless and secure user experience. With flexible integration options and white-label solutions, partners can customize their offerings quickly. Combining the magic of AI with human touch, Premium is revolutionizing financial advisory services.

Technical Details

Use Cases
✔️ Increase customer engagement and loyalty by leveraging Premium"s AI-powered financial optimization engine to offer personalized product recommendations based on users" financial profiles and behaviors.., ✔️ Streamline the cross-selling process for financial institutions by using Premium"s intelligent platform to identify the right moment to promote products and services, resulting in a significant revenue increase per user.., ✔️ Ensure compliance with regulatory standards effortlessly by utilizing Premium"s automated regulatory compliance features, allowing partners to focus on providing tailored financial services while meeting all necessary legal requirements..
Key Features
✔️ AI-powered financial advisory platform., ✔️ Personalized financial optimization engine., ✔️ Automating regulatory compliance., ✔️ Concierge services for comprehensive financial planning., ✔️ Flexible integration options and white-label solutions.

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