FundNavigator AI - Compare Funds & Attract More Investors
Make investing easier. Many investors feel overwhelmed and unsure where to start, so they don’t invest at all. FundNavigator AI makes it easy for investors to compare your investment funds and discover which funds align with their goals and which don’t.
This smart AI Agent is fully customised to your funds and easily integrates into your website or app. It uses the GPT-4o and o3-mini AI models for different reasoning tasks. While FundNavigator AI doesn’t provide financial advice, it helps investors explore funds in an innovative way.
It’s not here to replace personal contact, but to spark interest and build trust. When investors understand their options, they feel more confident and are better prepared when they reach out to you.
Why choose FundNavigator AI
Key benefits for financial firms
- Attract more investors
- Keep investors engaged
- Reduce support workload
- Gain a competitive edge
- Collect leads (e-mails)
- Track user interactions
Why FundNavigator AI stands out
- User-friendly & intuitive
- Easy to implement
- Customised to your funds
- Flexible functionalities
- Human-like interaction
- 24/7 availability
How does it work
Use case
A potential investor or existing client visits your website. Instead of scrolling through lengthy investment documents, they turn to FundNavigator AI for quick and personalised insights.
The agent helps them define their investment goals and preferences. Based on the input, it scans your available funds and provides a clear comparison, ranking them with an alignment score (0-100%) to show which funds align with their profile.
The result? Investors understand your funds better, recognise your firm as innovative and feel more confident reacing out to you. You can capture leads, track interactions and follow up with a personal touch. FundNavigator AI doesn’t give financial advice, but makes fund comparison faster and easier.
Custom data & functionalities
Data. We train FundNavigator AI with data you choose. Typically, we start with Key Information Documents (KIDs) for the test version. Over time, we can add more data to improve the depth and accuracy of the responses.
Functionalities. We can tailor the functionalities to your needs. For example, you can customise investment profiles by making ESG or geographical preferences mandatory to fill in.
Custom integration
The agent integrates easily into your website or app with flexible options:
- Popup integration: add the agent as a popup. Ideal for quick access with minimal setup. For instance, place it on your homepage for easy investor interaction.
- Standalone page: add the agent as a separate page to serve as a knowledge hub. Ideal for explaining features, guiding users and including disclaimers.
Data privacy & security
Why choose FundNavigator AI
Key benefits for financial firms
- Attract more investors
- Keep investors engaged
- Reduce support workload
- Gain a competitive edge
- Collect leads (e-mails)
- Track user interactions
Why FundNavigator AI stands out
- User-friendly & intuitive
- Easy to implement
- Customised to your funds
- Flexible functionalities
- Human-like interaction
- 24/7 availability
How does it work
Use case
A potential investor or existing client visits your website. Instead of scrolling through lengthy investment documents, they turn to FundNavigator AI for quick and personalised insights.
The agent helps them define their investment goals and preferences. Based on the input, it scans your available funds and provides a clear comparison, ranking them with an alignment score (0-100%) to show which funds align with their profile.
The result? Investors understand your funds better, recognise your firm as innovative and feel more confident reaching out to you. You can capture leads, track interactions and follow up with a personal touch.
FundNavigator AI doesn’t give financial advice, but makes fund comparison faster and easier.
Custom data & functionalities
Data. We train FundNavigator AI with data you choose. Typically, we start with Key Information Documents (KIDs) for the test version. Over time, we can add more data to improve the depth and accuracy of the responses.
Functionalities. We can tailor the functionalities to your needs. For example, you can customise investment profiles by making ESG or geographical preferences mandatory to fill in.
Custom integration
The agent integrates easily into your website or app with flexible options:
- Popup integration: add the agent as a popup. Ideal for quick access with minimal setup. For instance, place it on your homepage for easy investor interaction.
- Standalone page: add the agent as a separate page to serve as a knowledge hub. Ideal for explaining features, guiding users and including disclaimers.
Data privacy & security
FundNavigator AI primarily uses publicly available information, ensuring no sensitive data is uploaded. If you choose to add private data, we fully control how the AI processes it. Plus, we use secure API-based AI models, meaning your data is not used for AI training and remains encrypted. Read more about our data privacy & security here.
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We build the MVP
We build the MVP
We’ll build a free Minimum Viable Product (MVP) of FundNavigator AI for your company.
Demo meeting
We show the MVP to you in a meeting, giving you a real feel of how FundNavigator AI works and its potential for your firm.
Your decision
If you’re excited to move forward, we’ll continue building and set up a plan. If not, no worries – no strings attached.
