AI Risk and Fynancial partner to infuse wealth management workflows with AI-powered capabilities

Artificial Intelligence Risk, Inc. (AI Risk), a leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software, is announcing that it has entered a strategic partnership with Fynancial, a social financial platform for the wealth management industry. This partnership will serve to combine AI-driven features with Fynancial’s social experiences platform, boosting productivity for financial advisor workflows.

AI Risk’s AIR-GPT technology delivers a wide array of AI-powered technology designed to enhance workflows, centralized within a single platform. According to the company, from digestible meeting summaries to audio transcription, predictive client communications, AI-assisted writing, and sentiment analysis, AIR-GPT drives productivity while ensuring AI use is compliant and safe.

Integrating AIR-GPT with Fynancial’s platform, advisors will benefit from extensive AI capabilities that link with leading platforms—including Outlook, Zoom, Teams, Hubspot, and other CRMs—to create a robust command center for financial advisors, the companies said.

“We are thrilled to partner with Fynancial to bring the power of AI to wealth management while maintaining the highest standards of security and compliance,” said Alec Crawford, founder and CEO of AI Risk. “By combining Fynancial’s robust platform with AIR-GPT’s advanced capabilities, we are empowering advisors to enhance efficiency, improve client experiences, and mitigate risks all while meeting anticipated SEC compliance rules around AI and cybersecurity.”

“Our partnership with AI Risk is a testament to our commitment to providing advisors with the most advanced and secure tools available,” said Patrick Parker, chief product officer at Fynancial. “By incorporating AIR-GPT into our platform, we are enabling advisors to leverage the benefits of AI while adhering to strict regulatory requirements and giving their clients the best service possible.”

To learn more about this collaboration, please visit https://www.aicrisk.com/ or https://fynancial.com/.