AI General Agent for Wealth Managers

Faybl Agent revolutionizes your workflow by harnessing multiple AI models, starting with a primary model tailored to your specific professional needs and supercharged for optimal performance.

The Agent seamlessly connects with your email, CRM, newsfeeds, and enterprise platforms like IRESS XPlan via API, RPA, or MCP. Once set up, it autonomously handles end-to-end financial advisory tasks, allowing advisors to focus on client relationships and business growth.

Faybl connects via API or RPA to your CRM and wealth-management systems—enabling an agentic experience across your existing systems

Faybl simplifies meetings using existing platforms including Teams, Zoom, Google Meet and others, as well as in person meetings, to prepare agendas…

Faybl flags client-specific updates and recommends timely outreach, insights, and actions

Faybl acts as your intelligent research assistant, quickly finding relevant information and providing concise insights to help you make informed decisions efficiently.

Faybl acts as document preparation, generating letters, memos, and reports with up to 95% time savings while adapting to your writing style.

Agent: The Future of Workflow Automation

Faybl AI Agent delivers dramatic time savings by automating tedious tasks such as typing up PDF forms or lengthy data entry processes, which can now be completed in seconds.

Easy to Get Started

Getting started with your AI Agent is a breeze. Simply sign up for an account, then drop a meeting link into the Copilot to initiate a session. You can start typing and interacting with the familiar chatbox right away. If you need assistance, just ask the Copilot, and it will provide the help you need, making your onboarding experience seamless and intuitive.

Accuracy Is Paramount

Faybl leverages the latest AI models and prompting techniques to enhance accuracy and performance. With innovations like Chain of Thoughts, Agents, Reasoning, Retrieval-Augmented Generation, and Foresight (patent pending), Faybl ensures you achieve the most precise, referenced outcomes.

These advanced methodologies allow for better reasoning and access to external knowledge, transforming your interactions and providing reliable results tailored to your needs.

Embrace the future of AI with Faybl, where accuracy and performance are at the forefront of your experience.

Commitment To 
Data Security

At Faybl.AI, we bring decades of experience in financial services, telecommunications, and enterprise to deliver a highly secure platform. We are SOC 2 Type 1 compliant and are SOC2 Type 2 certification in progress compliance.

Our secure cloud implementation, combined with the flexibility to deploy on-premises or in a client-specific instance, ensures that your data is protected according to the highest standards.

Visit our Trust Center

Flexible by Design

Faybl can modify and change default LLMs based on evolving needs and capabilities and can be hosted locally or in the cloud to meet specific client requirements

Take the next step in creating more time for what truly matters.