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.
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
A 360 DEGREE
OF YOUR CUSTOMERS.
IN REAL TIME.
Capture conversation through multiple channels including video conferencing, phone and face-to-face
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 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.
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.
Information to power your robo-engine is extracted live from conversation enabling robo-advice to be provided in-meeting where criteria is met.
Sentiment analysis monitors customer’s risk profile capturing conversational nuances in risk appetite and highlighting conversational segments where risk should be discussed.
Customer goals and life events dynamically build throughout the conversation. The materiality of each is captured and linked to product and service opportunities