Don't let your Clients walk away
Empower Your Clients,
Boost Your Retention
Elevate your
Client Experience with
AI-Driven Insights
As a broker, your success depends on client satisfaction and retention.
​
Penelope, our AI-powered investment advisor, seamlessly integrates with your platform to offer personalized, actionable insights that help your clients make smarter financial decisions.
This not only increases their portfolio performance but also strengthens their loyalty to your services.
01
Increase Client Satisfaction
Penelope delivers clear, intuitive investment insights that empower your clients to make informed decisions. The more successful and confident your clients feel, the more satisfied they become with your services.
02
Improve Retention Reduce Churn
Satisfied clients are loyal. Penelope’s personalized advice helps clients improve their financial outcomes, making them less likely to leave for another broker. A small 4% improvement in retention can lead to significant revenue growth.
03
Differentiate Your Offering
Stand out in a competitive market by offering AI-driven, personalized advisory services. Penelope’s technology adds a unique, innovative layer to your services, giving you a competitive edge over brokers that rely on traditional tools.
How it Works
Functionality You Will Love
01
Seamless API Integration
Penelope integrates smoothly with your brokerage system via API, ensuring secure and efficient communication without disrupting your existing operations. This makes the adoption process quick and hassle-free.
02
Cloud-Based Accessibility
Penelope operates entirely in the cloud, meaning it’s accessible to your clients anytime, anywhere. This provides them with continuous support and insight, no matter where they are.
03
Customizable
to Your Needs
Penelope’s API is highly flexible, allowing you to customize the integration to match your existing workflows. Whether you want Penelope fully embedded in your client portal or as a stand-alone offering, we tailor the solution to fit your business.
04
Rapid Deployment and Scalability
Our cloud-based architecture allows for rapid deployment and easy scalability. Whether you’re onboarding 100 or 10,000 clients, Penelope is designed to grow with your business without compromising on performance or speed.
