Uprise Embedded

Uprise is an AI-driven financial advisory tool that offers advanced financial optimization and personalized guidance to individuals and partners. It simplifies complex financial planning by leveraging certified financial advisors and AI technology.

Key Features:

• Cross-Selling Optimization: Surface relevant financial products to users at opportune moments, facilitating seamless conversions.
• Revenue Generation: Increase revenue per user by up to 66% by integrating Uprise's premium financial advisory services.
• Customer Financial Insights: Gain a comprehensive view of customer finances, even assets held off-platform, to provide tailored financial advice.

Use Cases:

• Financial Institutions: Integrate Uprise to offer personalized financial planning and advice, enhancing customer satisfaction and cross-selling opportunities.
• Fintech Startups: Launch a white-labeled financial advisory solution quickly and easily, leveraging Uprise's APIs and security infrastructure.
• Wealth Management Firms: Partner with Uprise to provide clients with comprehensive financial planning and continuous support from certified advisors.

Conclusion:

Uprise revolutionizes the financial advisory experience by seamlessly combining human expertise with AI technology. Its personalized financial optimization engine helps partners cross-sell more effectively, generate additional revenue, and gain deeper insights into customer finances, ultimately driving superior customer service and business growth.