High standards for AI.
✓ Proven process
✓ Strategists with verified RIA experience
✓ Guaranteed ROI
When evaluating AI solutions, we start with a broad perspective.
We look at what AI can do today, where it’s falling short, its legal considerations, and where things are headed in the future. This helps us zero in on the right solutions specifically for financial planners.
From there, we dig into the most viable AI platforms and use cases.
Efficiency, consistency, and value are our top indicators as we assess what’s out there.
Then, we take a hands-on approach.
We’ll test a variety of custom AI solutions to pinpoint the strategy that works for your business.
Our strategists have investment advisor experience.
Before inviting a new AI strategist to our team, we review their BrokerCheck profile to verify their credentials, registration and employment history, as well as any disciplinary actions, regulatory, civil judicial, or customer complaints. All strategists must have a clean record, previously passed the Series 66 or 65, and worked as a financial planner with a FINRA-registered Broker-Dealer.
Additionally strategists must demonstrate a strong conceptual understanding of AI capabilities, platforms, and best practices for financial planners. We require candidates to complete a case study and pass an AI assessment before joining our team.
We follow regulator guidelines on generative AI.
We work exclusively with RIAs, which requires a strong understanding of regulator policies. As AI advances, it’s important to stay current on FINRA and SEC updates regarding AI. Learn more: https://www.cheatcoders.ai/industry.
We’ll follow your firm policies and procedures.
Do you have compliance policies or procedures you’d like us to follow? We understand the complexities surrounding compliance departments. Many of them are even more stringent than regulators; we’ll work within guidelines you approve.
We keep our relationships and your data confidential. Learn more: https://www.cheatcoders.ai/confidentiality.
Guaranteed ROI within 30 days.
We’ll test a variety of solutions to guarantee you’ll see measurable results within the first month.
A more professional experience for clients.
AI should enhance the client experience, not take away from it. We make sure you’re not watering down your business with AI slop.
