Saturn AI

Saturn AI is a purpose-built solution designed for independent financial advisors and wealth managers. It focuses on streamlining administrative tasks, harnessing data insights, and automating processes to boost efficiency and save time.

Key Features:

• Data Integration: Combines data through industry-specific integrations.
• AI-Powered Insights: Leverages purpose-built AI to increase value provided to clients.
• CoPlanner AI: Utilizes a financial services-specific data and compliance model to ensure accuracy, quality, and compliance.
• Compliance Monitoring: Proactively detects and manages compliance risks with quality data.
• Security: Adheres to high data protection standards; never trains models on user data.

Use Cases:

• Reducing administrative burden for financial advisors.
• Accelerating case resolution for paraplanners.
• Improving client experience through data-driven insights.
• Enhancing compliance risk management for compliance directors.