#Snappy kraken marketing assistant software#

#Snappy kraken marketing assistant software#

Paris, France-based Shift Technology integrated generative AI into its insurance industry software in October. Insurance fraud detection with generative AI GenOS can draw on customer information from different Intuit platforms to create a broader picture of each user’s financial situation via a text-chat interface, Matthew Duffin, Intuit’s public relations and social lead, told Investment Executive. The system is a custom-trained, financial large-language model available across all Intuit platforms and specializes in solving issues related to tax, accounting, marketing, cash flow and personal finance. Robo-advisor supports human advisorsĬalifornia-based Intuit Inc., which owns TurboTax, Credit Karma and QuickBooks, released its generative AI operating system, GenOS, in June. The builder can generate headlines, text and images to help advisors reduce the time required to write emails, chief marketing officer Angel Gonzalez said in a release. In August, Florida-based marketing technology company Snappy Kraken LLC launched an AI-powered email builder for financial advisors. The AI engine also meets Financial Industry Regulatory Authority guidelines, product manager Ali Baldari said in an email. The AI engine combining the two technologies helps financial advisors craft social media content that’s engaging to read and algorithm friendly.

Financial advisors use AI-powered software to communicate with customersĬalifornia-based Faulkner Media Group, which makes FMG Suite, a marketing software for financial advisors, integrated ChatGPT and AI-powered compliance platform Vestorly in March.

Customers are still able to speak with a live representative during business hours. Cora+ uses information from sources previously inaccessible via traditional chat alone, such as banking products and services. The assistant can link to information from NatWest’s website, for example. Cora+ is powered by IBM Corp.’s AI and data platform, watsonx, and provides customers with access to their banking information through conversational responses. London, U.K.-based retail and commercial bank National Westminster Bank PLC (NatWest) enhanced its generative AI virtual assistant Cora+ in November.

AI-powered virtual assistant for retail banking