Everything You

Need To

Athena AI

The core of Athena. Athena AI provides personalized financial guidance at scale through both chat and structured meetings, handling routine inquiries while flagging complex issues for your advisors.

Financial Wellness Platform

A comprehensive portal tracks financial health and delivers personalized insights. It prompts timely action, connects all Athena tools, monitors credit scores, and suggests improvement opportunities.

Email AI

Support your representatives with AI-powered email assistance. Reps forward client questions to Athena, which generates customized, compliant responses for quick review and sending.  

Personalized emails can also be automated for key milestones and alerts.

Account Opening

Reduce typical 50% error rates with digitized workflows that review documents, check for completeness, and flag missing information, cutting compliance risk and administrative burden.

Customer Engagement

Keep in touch with clients using personalized campaigns. Engage them with your services on all platforms while respecting their preferences. This helps dramatically increase retention and key KPIs.

Benefits

Our Agentic AI Delivers

Unique Financial Guidance

Our platform supplements your existing services with AI-powered financial guidance, allowing you to serve more clients without sacrificing personalization or compliance.

Two-Mode AI Guidance

Our Agentic AI works through both open chat for immediate questions and structured meeting flows for deeper financial planning.

Built-In Audit Trails

Every piece of advice is documented automatically, creating compliance-ready records without extra work.

Proactive Meeting Flows

Time-based and event-triggered conversations that mimic real advisor meetings.

Modular Implementation

Choose only the components you need without replacing existing systems.

Multi-Channel Delivery

Financial advice flows through chat, email, portals, and voice interactions (coming soon).

Revenue Enhancement

Earn referral revenue by using AI to provide advice on third-party products like insurance and mortgages.

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Industries

Financial Sectors

We Serve

Enhance your existing services with AI.

Wealth Management

We multiply advisor capacity without replacing your team. Your advisors focus on relationships while our AI handles routine inquiries.

Asset Managers

Our platform helps deliver personalized guidance at scale. We maintain your voice while providing 24/7 support.

Life Insurance

We simplify complex protection decisions with guided conversations. Our system integrates with your products for targeted recommendations.

Our promise to you

No hidden fees

Unlike many advisors that charge an asset based fee, Athena charges a flat $24 a month which includes professional investment management and eliminates any confusion around cost.

Credit score improvement

We’ll show you the steps you can take to build better credit, including a credit building account, debt pay down strategies, and finding credit cards that may improve your credit score.

We do the work for you

Relax as Athena monitors your finances. We will continuously manage your investment portfolio and automatically evolve our personalized advice as you live your best life. From debt management to retirement planning, we'll automate as much of your financial picture as possible.

Scale Your Financial Services

With AI