Introducing: Finley
Meet Finley, your personal AI financial adviser, who combines cutting-edge technology with human-like understanding to provide personalised financial guidance.
Empowering Your Financial Journey with Intelligent Insights
We understand that managing your finances can be overwhelming and complex. That's why we have developed a state-of-the-art AI financial adviser designed to simplify your financial journey and help you make informed decisions.
Meet Finley, your personal AI financial adviser, who combines cutting-edge technology with human-like understanding to provide personalised financial guidance. Whether you're saving for your children's education, planning for retirement, or exploring investment opportunities, Finley is here to offer financial guidance tailored to your unique financial goals.
FAQ’s
How does it work?
Finley (the app) facilitates an interaction between a potential client, and Finley the AI Financial Adviser. The client completes an online fact find and risk profile questionnaire. The AI then formulates strategic advice for the client based on their personal circumstances.
The client receives a full Statement of Advice outlining the recommendations.
What AI Model is used?
Finley currently uses GPT 4o.
What personal information is shared with OpenAI?
Finley has deployed it’s own safe AI in our own Microsoft Azure environment. This means that the information is not shared with OpenAI and the large ChatGPT model.
Prompts (inputs) and completions (outputs):
are NOT available to other customers.
are NOT available to OpenAI.
are NOT used to improve OpenAI models.
are NOT used to improve any Microsoft or 3rd party products or services.
are NOT used for automatically improving Azure OpenAI models.
The models are stateless: no prompts or generations are stored in the model. Additionally, prompts and generations are not used to train, retrain, or improve the base models