Detects clients that need attention due to portfolio changes, maturities, drifts from the mandate or relevant market events.
The AI platform that prepares the wealth advisor’s context, on the systems your institution already uses.
Inside the bank perimeter
agentic core
Financenova doesn't only work at the start of the day. It operates as a continuous layer of intelligence for the wealth advisor: it processes authorized signals, ranks priorities and prepares actionable context at every relevant moment of the advisory cycle.
Detects clients that need attention due to portfolio changes, maturities, drifts from the mandate or relevant market events.
Helps the advisor understand the reason behind each priority, review the sources used and prepare conversations with more context.
Supports follow-up, next steps and traceable documentation of every action.
Updates priorities when a signal appears that may affect a portfolio, client or pending decision.
Financenova does not replace the advisor. It lets them arrive better prepared, act with sharper judgment and keep every decision within the framework defined by the institution.
Financenova connects in read-only mode to the institution's authorized sources, normalizes the client context and makes it available to Agentnova and the advisor with traceability.
Normalizes the client context and prepares the outputs, within the institution's perimeter.
Financenova is not a sum of isolated modules. It operates as a single platform that combines client context, an agent system and traceable governance for wealth banking.
Brings together the relevant client information from the institution's existing sources so the advisor works from a consistent, up-to-date view.
The agent system specialized in wealth operations. It prioritizes clients, prepares briefs, detects opportunities and explains every result with traceable sources.
The platform is designed to operate within the regulatory and operational framework of a European financial institution.
Financenova's architecture is designed to operate within the security and governance boundaries a financial institution requires for any operational process.
Financenova is deployed on-premise or in a private cloud within the institution's control perimeter. No unauthorized external dependencies: the institution keeps governance of access and its infrastructure.
Client data is always stored and processed in a European region, aligned with GDPR and the institution's data sovereignty requirements.
Read-only access to authorized sources. Financenova does not modify the core banking system or transactional systems: the integration is one-way and the institution keeps full control.
The LLM operates with zero retention of the institution's data: no model is trained on your information. The engine is interchangeable; today we use Gemini and it can be swapped without changing the platform.
Every output carries its source, date and applied rules. The advisor can explain any data point to the client and the institution can respond to a supervisor or internal audit.
We align controls with the frameworks your institution requires (ISO 27001, SOC 2), with certifications in progress, and we adapt the deployment to your security and governance policy.
The onboarding model is designed to validate operational value quickly, extend usage in a controlled way and report impact with measurable metrics from the start.
A focused 3-to-6-month pilot with an initial group of advisors. Connection to authorized sources with no writes to the core. Metrics measured from day one.
Progressive extension to private banking or wealth management teams, adding more sources, use cases and internal rules along the roadmap agreed with the institution.
Broader adoption with productivity, usage, detected opportunities, traceability and operational quality metrics reported to management.
Financenova is in a pre-commercial phase: we are looking for founding institutions for focused, measurable pilots. The commercial model is enterprise and adapts to each institution; the sector does not publish prices and we quote to measure.
A focused, fixed-price pilot with defined scope and success metrics. A low-risk entry: if the targets are met, it converts into a contract.
The integration cost is quoted according to the systems and connectors to connect in each institution. Scope and effort agreed before starting, no surprises.
Annual license per advisor, with tiers by volume and activated modules. The price is anchored to the value freed for the business, not to infrastructure cost.
We can review available sources, technical constraints, business priorities and a potential read-only POC.
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