Francis
An embedded AI financial companion that gathers preferences through conversational AI, provides financial insights, and tracks net worth.
What it does
An embedded AI financial companion that gathers preferences through conversational AI, provides financial insights, and tracks net worth.
- client onboarding
- personalized financial insights
- cash flow management
- proactive financial guidance
- Category
- Edge AI
- Users
- wealth management firms, fintech firms
- Public API
- Not offered
- Deployment
- Self-hosted
Not yet disclosed: platforms, languages and support channels.
Pricing
Pricing isn't published
Francis doesn't list prices publicly. Ask them for a quote.
Security and compliance
As reported by Francis. Ask for audit reports before you buy.
- Cyber EssentialsCertified
- GDPRCompliant
- On-device encryption
- Encryption in transit
- Encryption at rest
- Biometric authentication
- Role-based access controls
- Multi-factor authentication
- Automated anomaly detection
- Denial of Service (DoS) protection
Reviews
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