AI General Agent for Wealth Managers
Faybl is one agent that works across your existing systems — your CRM, email, planning tools, and meeting platforms — executing the end-to-end workflows behind every client interaction.
One agent. Every workflow.
The Agent seamlessly connects with your email, CRM, newsfeeds, and enterprise platforms like IRESS XPlan via API, RPA, or MCP. Once set up, it autonomously handles end-to-end financial advisory tasks, allowing advisors to focus on client relationships and business growth.
Connect your existing tools and platforms. Faybl integrates with the software you already use, creating a unified workflow that eliminates manual data entry and keeps all your systems in sync.
Automatically capture, transcribe, and summarise meeting notes. Action items are identified and assigned automatically, with follow-ups scheduled and tracked without any manual intervention.
Stay on top of what matters with intelligent, context-aware alerts. Get notified about client portfolio changes, compliance deadlines, market events, and any other custom triggers you define.
Find anything across all your connected systems instantly. Search through meeting notes, client emails, portfolio data, compliance documents, and more — all from a single query.
Automatically generate client-ready documents — investment proposals, review summaries, compliance reports, and more — from templates and live data. Every document is accurate, consistent, and ready to send.
Easy to Get Started
Getting started with your AI Agent is a breeze. Simply sign up for an account, then drop a meeting link into the Copilot to initiate a session.
You can start typing and interacting with the familiar chatbox right away. If you need assistance, just ask the Copilot, and it will provide the help you need, making your onboarding experience seamless and intuitive.
Accuracy Is Paramount
Faybl leverages the latest AI models and prompting techniques to enhance accuracy and performance. With innovations like Chain of Thoughts, Agents, Reasoning, Retrieval‑Augmented Generation, and Foresight (patent pending), Faybl ensures you achieve the most precise, referenced outcomes.
These advanced methodologies allow for better reasoning and access to external knowledge, transforming your interactions and providing reliable results tailored to your needs.
Embrace the future of AI with Faybl, where accuracy and performance are at the forefront of your experience.
Commitment To Data Security
At Faybl, we bring decades of experience in financial services, telecommunications, and enterprise to deliver a highly secure platform. We are SOC 2 Type 2 certified.
Our secure cloud implementation, combined with the flexibility to deploy on‑premises or in a client‑specific instance, ensures that your data is protected according to the highest standards.
Flexible By Design
Faybl can modify and change default LLMs based on evolving needs and capabilities and can be hosted locally or in the cloud to meet specific client requirements
