01
Fragmented information
Portfolio data, MiFID profile, CRM, documentation, interaction history and market data live in separate systems. The advisor manually rebuilds a view that should already be available before each client conversation.
Private Banking · Wealth Management
The AI platform for European wealth management.
It turns the data your institution already has, portfolio, MiFID profile, market and internal rules, into priorities, opportunities, analysis, reports and explained proposals for the advisor. Read-only and with traceability.
Read-only, with no write access to the coreData stays inside the institutionThe advisor always decidesA focused, measurable pilot
The challenge
Private banking has the data. What it lacks is time and context when it matters.
Advisors work across fragmented systems, rising commercial pressure and growing regulatory demands. The problem is not a lack of data. It is turning data into useful context before each decision, meeting or proposal.
02
Operational time
Meeting preparation, information gathering, analysis and reporting consume hours that the advisor cannot dedicate to the client relationship or commercial activity. Every operational hour has a measurable cost.
03
Growing regulatory pressure
MiFID II, DORA and GDPR are not a future issue. They are an operational reality that requires every proposal to explain where the data came from, which limits were applied and which information supported it. The AI Act adds another layer for AI systems.
What Financenova does
A single layer between the institution’s existing systems and your advisors.
Financenova connects to your systems in read-only mode, unifies client information and gives the advisor a working environment with an AI agent system inside. Without replacing anything, without touching the core, within the institution’s perimeter.
Advisor and client
360 view, automated brief, proposals, reporting
Financenova layer
Data unification + Agentnova + native compliance
Core banking and existing systems
No alteration. Read-only integration.
360 client view
Positions, products, documentation, interaction history and mandate. All client information unified into an actionable view for the advisor.
Agentnova, the AI agent system
Specialised agents monitor portfolios and markets, generate briefs before each meeting, prioritise commercial opportunities and produce narrative reporting.
Automated narrative reporting
Reports generated instantly, in institutional language, explainable step by step and ready to present to the client or take to committee.
Native compliance
MiFID II, DORA and GDPR are integrated from the design stage. Every recommendation, interaction and decision is recorded with auditable evidence.
The advisor opens FinancenovaOpportunityMaturityPriority
What matters is already ordered.
At the start of the day, the advisor does not find a tray full of data. They find prioritised clients, explained reasons and next steps prepared with traceable sources.
At the start of the day, the advisor does not find a tray full of data. They find prioritised clients, explained reasons and next steps already prepared.
Dashboard viewThe day does not begin by searching for information. It begins with the context already prepared.
Left panel — clients with an operational profile
Sarah M.
Unallocated liquidity against mandate
James A.
Fixed-income maturity in 14 days
Emma B.
Portfolio deviation against target profile
Center panel
Sarah M. | Portfolio opportunity
Reason
200,000 euros in current account cash. At current rates, that position carries a relevant opportunity cost if it is not redeployed.
Next step
Prepare a short-duration fixed-income idea within her mandate ahead of this afternoon’s meeting.
Sources
Portfolio · Client mandate · Internal policy · Market
Right panel — Agentnova
“Why is this showing up as a priority?”
“She holds 22% of the portfolio in cash versus the 5% allowed by her mandate. With a positive short-end curve, that liquidity can be put to work within her profile without taking additional credit risk.”
Sources
Portfolio · Client mandate · Internal policy · Market
Agent system
Agentnova works on wealth context, not on generic prompts.
Agentnova is the agent system that operates inside Financenova. It analyses institution-authorised information, cites sources, prepares context and explains the reasoning. The advisor always keeps the final decision.
1
Complete wealth context
Works across portfolio, CRM, MiFID profile, documentation, market data and internal rules.
2
Sources cited in every answer
Every answer must show where the underlying information comes from.
3
The advisor decides, Agentnova prepares
Agentnova helps prepare, explain and document. It does not replace professional judgement.
4
Explainable and auditable reasoning
Answers must rely on data, rules and traceability, not on model intuition.
Agentnova
Agent system inside Financenova
Conversation with Agentnova
Differentiation
Not a chatbot. An AI platform designed for wealth management.
Financenova is built with clear boundaries: it does not replace the advisor, it does not replace the core, and it does not produce conclusions without context, rules and verifiable sources.
Operational platform
LLMs are the engine. Financenova is the platform that makes them usable in banking environments.
It is not about whether to use ChatGPT, Copilot or another model. The numbers and calculations are never produced by the LLM: they come from Financenova’s business logic over real data, and the model only writes and explains that verified context. That means 0% invention in data and figures.
A generic LLM / chatbotFast answers, but outside the banking frame
- No real client context
- Unaware of the institution’s rules
- Calculates with the model itself: can invent figures
- No auditable trail
Financenova · the platform that governs itThe same engine, now usable in banking
- Real client context
- The institution’s internal rules
- Figures computed by the platform, not the LLM
- Native regulatory traceability
The difference is not the model. It is the platform that governs it.
Impact
Impact is not only about saving time. It is about unlocking commercial capacity.
Financenova is in a pre-commercial phase. These are the impact targets we designed to prove in a pilot, measured with your real data from day one.
100%
traceability & auditability
−75%
reporting time
<3 min
to prep a meeting
10 h/wk
freed per advisor
+40%
commercial capacity
24/7
portfolio monitoring
Targets to prove in a pilot
Each target is agreed with a baseline and measured with your real data during the pilot, with full traceability of how it is calculated. What we prove, we report to management.
Recovered productivity
Less manual prep, more time with clients.
Activated opportunities
Liquidity, maturities and deviations caught in time.
Operational risk
Sources and reasoning documented in every proposal.
Let’s review how Financenova would fit inside your institution.
In an initial conversation, we can review the use case, available data sources, technical perimeter and a potential focused POC for private banking or wealth management.
Request a meeting