Contact

Email: joseph@hatch-ai.com

Phone: +44 (0)7789 686291

© 2019 by Hatch AI

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 HUMAN+

Hatch Adviser is the industry’s first genuine advice gap proposition.  We wrap the power of AI and conversational dialogue systems around your advisers to deliver better financial outcomes for customers at lower cost to you.

Drive Productivity

Let your advisers spend more time on activities that matter, like building relationships with your customers.  Boost their productivity by integrating robo-advice solutions and removing the drag of low value admin.

Extend Your Reach

Attract the next generation of wealth with a digital-first approach and omni-channel engagement.  Deliver high-touch, fully personalised, AI-augmented advice, ensuring more of your customers achieve their financial goals.  

Understand your customers

Understand your clients in a way that hasn’t been possible before, monitoring attitude to risk (ATR), vunerability and conduct live, using the voice of the customer.  

Introducing Hatch Adviser

BUILD

A 360 DEGREE

VIEW

OF YOUR CUSTOMERS.

IN REAL TIME.

Multi-channel interface

Capture conversation through multiple channels including video conferencing, phone and face-to-face

INFORMATION EXTRACTION

Information on the customer’s financial position, goals, risk appetite or even environment is extracted from the live transcript, populates the dashboard and feeds the AI engine.

LIVE TRANSCRIPT

Live speech-to-text is captured with speaker identification.  Automatic Speech Recognition (ASR) models are configured for both the Financial advice industry and nomenclature specific to your organisation.

fACT FIND

Pre-completed fact find for existing products and services are dynamically updated.

open banking integration

Optional integration with open banking platforms to pre-fill customer profile.  

INTEGRATE Your

ROBO-SOLUTION

Information to power your robo-engine is extracted live from conversation enabling robo-advice to be provided in-meeting where criteria is met. 

RISK

Sentiment analysis monitors customer’s risk profile capturing conversational nuances in risk appetite and highlighting conversational segments where risk should be discussed.

DYNAMIC LIFELINE

Customer goals and life events dynamically build throughout the conversation.  The materiality of each is captured and linked to product and service opportunities

meet our team

We’re a team of world-leading computer scientists and engineers in artificial intelligence, machine learning and natural language processing.