Contact

Email: joseph@hatch-ai.com

Phone: +44 (0)7789 686291

© 2019 by Hatch AI

BUILDING

A 360 DEGREE

VIEW

OF YOUR CUSTOMERS.

IN REAL TIME.

BUILD

A 360 DEGREE

VIEW

OF YOUR CUSTOMERS.

IN REAL TIME.

Wrap the power of AI and machine learning around your advisers arming them with real-time information, insights and recommendations all based on live in-meeting conversations with customers.  Drive advisor effectiveness and productivity whilst achieving the best possible financial outcomes for your customers.

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.  

INTEGRATION

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