# Best AI Assistants for Financial Services

## How Many AI Assistants for Financial Services Products Does G2 Track?

**Total Products under this Category:** 25

### Category Stats (Aug 2026)

- **Average Rating:** 4.58/5 (↓0.06 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Jump (+0.15%) - Among all products in this category, Jump recorded the largest rating increase compared to last month

_Last updated: August 07, 2026_

## How Does G2 Rank AI Assistants for Financial Services Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,900+ Authentic Reviews
- 25+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for AI Assistants for Financial Services
 ![G2 Grid® for AI Assistants for Financial Services plotting products by satisfaction and market presence](https://www.g2.com/categories/ai-assistants-for-financial-services/grids.png?focus%5B%5D=1339087&focus%5B%5D=25953&focus%5B%5D=1444224&focus%5B%5D=101292&focus%5B%5D=94562)

Highlighted products: Zocks, Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Jump, GReminders, and Practifi.

Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-assistants-for-financial-services/grids.json?focus%5B%5D=zocks&focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=jump-2026-06-29&focus%5B%5D=greminders&focus%5B%5D=practifi)

### [Zocks](https://www.g2.com/products/zocks/reviews)

Zocks is the AI Assistant for financial advisors. Zocks saves you 10+ hours a week by automating administrative work like meeting notes, intake forms, client emails, document processing, and more. This sets you free to focus on what matters most: your clients. With Zocks, you can: Focus on Your Client While Zocks Takes Notes Zocks automatically preps you for every meeting, takes detailed notes, updates your CRM and financial planning tools, and writes a follow-up email. Instantly Fill Out Forms Like Client Intake & Account Openings Zocks automatically fills out intake, fact finder and account forms, and more, so you can close more prospects and provide a better client experience. Reply to Client Emails in Seconds Zocks instantly writes detailed replies to client emails so you can give clients fast, personal service. Get Detailed Reporting on Your Client Conversations Zocks shows you which topics have the most impact on your firm, helps you spend time with the right clients, improves your meetings, and more. To learn more and start a free trial, visit zocks.io.

**Average Rating:** 4.7/5.0

**Total Reviews:** 639

#### Who Is the Company Behind Zocks?

- **Seller:** [Zocks](https://www.g2.com/sellers/zocks)
- **Company Website:** zocks.io
- **Year Founded:** 2022
- **HQ Location:** San Francisco, CA
- **Twitter:** @zocksio  
211 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6cc11ebb7687775276f4dc8fdc3e0b9fbc38072e8390d445898bbc09251c322e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzocks&secure%5Burl_type%5D=linkedin_company_website)  
155 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Financial Planner
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 81% Small, 10% Medium

#### What Are Recent G2 Reviews of Zocks?

**["Hours Saved with Accurate Notes, Email Recaps, and Seamless Wealthbox CRM Sync"](https://www.g2.com/survey_responses/zocks-review-13176744)**

**Rating:** 5.0/5.0 stars

_— Damon B._

[Read full review](https://www.g2.com/survey_responses/zocks-review-13176744)

**["Game Changer for Client Meetings & Planning, Boosting Quality of Advice & Productivity"](https://www.g2.com/survey_responses/zocks-review-13159626)**

**Rating:** 5.0/5.0 stars

_— Paul E._

[Read full review](https://www.g2.com/survey_responses/zocks-review-13159626)

### [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

Become an agentic financial services enterprise with the world’s #1 AI-powered CRM. Financial Services Cloud unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer so you can personalize customer engagement using purpose-built automation with industry-specific AI. Scale your enterprise with AI agents purpose-built for financial services. \*Power customer-centric AI with real-time data. Ground your AI in trusted client data from any system, without moving or copying it, to surface the personalized insights needed to deliver proactive service and position your team as true trusted advisors. \*Deploy AI purpose-built for financial services. Accelerate time to value by deploying out-of-the-box AI agents pretrained on banking, wealth, and insurance workflows, bypassing heavy configuration to realize a faster return on AI investment. \*Elevate front-line expertise and precision. Embed trusted AI agents directly into the flow of work for bankers and advisors to deliver accurate, policy-driven guidance that resolves complex client needs with speed and confidence, while ensuring sensitive data is never exposed to public models. \*Orchestrate a secure, unified AI workforce. Scale capacity without adding headcount by empowering AI agents to coordinate across humans and other agents within your financial services ecosystem, executing complex processes while surfacing every result and next step into one unified experience. Unlock limitless growth with AI-powered selling. \*Multiply seller productivity. Empower sellers, advisors, and relationship managers with AI agents that reduce manual work across the client lifecycle. Agents analyze account, policy, and portfolio data to automate work like meeting prep, identify money in motion, and orchestrate next steps and engagement tasks, so teams stay focused on growth. \*Turn insight into opportunity. Surface what matters across each client relationship, including life events, held-away assets, and changes in financial activity, so sellers know where to engage and why. Help teams prioritize the right opportunities with clear context. \*Connect the entire sales cycle. Orchestrate every step from prospecting through onboarding on a single platform built for financial services. Route intelligent referrals across lines of business, manage complex financial deals, and streamline account opening so opportunities move faster. \*Unify data for personalized selling. Break down silos across core banking systems, custodians, policy data, and third-party sources to create a unified client view that helps you scale personalized, goals-based engagement across every relationship. Deliver anticipatory service and hyperpersonalized interactions. \*Unify customer and employee experiences. Break down silos for total customer context on one platform, regardless of channel, to ensure consistent service experience with real-time data and context to serve policyholders and customers promptly and accurately. \*Automate service processes. Skip expensive custom coding. Get technical rollouts up and running faster with prebuilt service processes designed for financial services. From banking disputes to insurance claims, our platform empowers teams to deploy automated financial services processes faster without heavy IT development. \*Go from reactive to proactive service. Go above and beyond simply resolving inquiries. Equip service representatives with predictive insights to anticipate customer needs. By knowing the human behind the account, you deliver proactive advice before the customer even asks. \*Scale without adding headcount. Deploy trusted AI to handle high inquiry volume and reduce manual work. Purpose-built AI agents understand financial services nuances to resolve routine inquiries quickly with precision, while assistive AI summarizes histories and drafts responses to scale exceptional service. Turn unified data into actionable context. \*Securely connect every data source. Integrate core financial and insurance systems using prebuilt APIs for Money Guide Pro, Ortec, Experian, Mastercard, Onfido, and more. Connect data with compliant, pre-mapped models for insurance and financial data. \*Activate unified data for intelligent decisions. Provide comprehensive context to support actionable financial goals and deliver personalization that creates lifelong customers. Visualize performance and operational trends in purpose-built dashboards that track ROI and organizational health in real time. \*Accelerate seller productivity. Turn passive data signals into proactive sales engagement with prebuilt financial insights that trigger actionable alerts. Automate meeting prep and follow-up with prebuilt AI so sellers can focus on strengthening client relationships and growing their business. \*Orchestrate anticipatory service journeys. Automate complex financial services workflows across disparate systems in an intelligent workspace. Empower human and digital teams with context to hyperpersonalize experiences using prebuilt AI models for banking, collections, lending and insurance service. Architecting uncompromising trust and compliance. \*Maintain data sovereignty. Protect your Financial Services Agentic Enterprise by maintaining full control over where your data lives. Ensure sensitive client information complies with local laws and regulations, meets strict residency requirements, and is never exposed to public models. \*Guard against noncompliant outcomes. Deploy AI with confidence by using intelligent scripts to direct agent reasoning, while simultaneously leveraging automated guardrails to flag risks and block prohibited responses to help uphold institutional safety and regulatory standards. \*Enforce policy in the flow of work. Keep humans and agents aligned with embedded controls that act as digital policy guardrails within your workflows, blocking prohibited actions before they occur to help keep every process consistent with the latest financial services regulations. \*Validate and track every action for regulatory rigor. Scale with confidence by testing agent behavior against regulatory standards in dedicated environments before deployment, capturing every action in an unchangeable audit trail that transforms manual reporting into instant, examiner-ready proof.

**Average Rating:** 4.3/5.0

**Total Reviews:** 221

#### Who Is the Company Behind Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Company Website:** www.salesforce.com
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce  
579,511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c04f36289ca03aeff007197f1d9e74e925e328ed6bcfaff98911c78b3ab382f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3185%2F&secure%5Burl_type%5D=linkedin_company_website)  
83,223 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 43% Large, 30% Medium

#### What Are Recent G2 Reviews of Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?

**["Most organized and convenient app"](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11755922)**

**Rating:** 5.0/5.0 stars

_— Alison A._

[Read full review](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11755922)

**["SF Cloud for Financial Institutions"](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11393154)**

**Rating:** 5.0/5.0 stars

_— Vijay S._

[Read full review](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11393154)

#### What Are G2 Users Discussing About Agentforce Financial Services (formerly Salesforce Financial Services Cloud)?

- [What do you like most about Salesforce Financial Services Cloud, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-salesforce-financial-services-cloud-and-what-improvements-would-you-suggest)
- [What is Salesforce Financial Services Cloud used for?](https://www.g2.com/discussions/what-is-salesforce-financial-services-cloud-used-for)
- [What does Salesforce software do?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-does-salesforce-software-do)
- [What are the features of Salesforce?](https://www.g2.com/discussions/salesforce-financial-services-cloud-what-are-the-features-of-salesforce)
- [What is financial cloud?](https://www.g2.com/discussions/what-is-financial-cloud)

### [Jump](https://www.g2.com/products/jump-2026-06-29/reviews)

Jump is an AI operating system tailored for financial advisors, designed to enhance and streamline the entire advisory workflow. This innovative solution transforms client meetings, documents, and communications into structured intelligence, allowing advisors to automate key tasks such as meeting preparation, note-taking, follow-ups, CRM updates, and various operational workflows. By leveraging AI technology, Jump empowers financial professionals to focus on what truly matters: building strong client relationships and driving business growth. The target audience for Jump includes financial advisors and advisory firms seeking to minimize manual administrative tasks and enhance their operational efficiency. With its comprehensive features, Jump is particularly beneficial for wealth management professionals who need to manage multiple client interactions and maintain a high level of service. The platform's ability to connect every client interaction into a single cohesive system not only drives efficiency but also strengthens relationships and provides valuable insights across the firm. Key features of Jump include its ability to automate meeting preparation and note-taking, which significantly reduces the time advisors spend on administrative duties. This allows them to remain fully present during client conversations, fostering deeper engagement and understanding. Additionally, Jump's integration with existing advisor technology stacks ensures that it complements current workflows while supporting enterprise-grade compliance and security measures. This level of integration and customization makes Jump a versatile tool that can adapt to the unique needs of different advisory firms. Furthermore, Jump stands out in the financial advisory landscape by offering a modern operating system that enhances productivity and scalability. The platform's structured intelligence capabilities help advisors uncover growth opportunities within their book of business, enabling them to make informed decisions that drive success. By delivering firm-wide insights, Jump not only improves individual advisor performance but also contributes to the overall growth and efficiency of the advisory firm. In summary, Jump is a sophisticated AI operating system designed specifically for financial advisors, streamlining workflows and enhancing client interactions. Its unique features and seamless integration capabilities make it an invaluable tool for wealth management professionals aiming to work smarter, scale faster, and elevate the client experience.

**Average Rating:** 4.7/5.0

**Total Reviews:** 103

#### Who Is the Company Behind Jump?

- **Seller:** [Jump](https://www.g2.com/sellers/jump-a393cd53-fb10-4ff2-951a-268ef0f1b204)
- **Company Website:** jump.ai
- **Year Founded:** 2023
- **HQ Location:** Salt Lake City, Utah, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8da2218f246a4fb8fca89f3dec45b4f5b6a1256c1e939b9aa5db8bda4c8b37dd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjump-app-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
236 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Wealth Advisor
- **Top Industries:** Financial Services
- **Company Size:** 90% Small, 6% Medium

#### What Are Recent G2 Reviews of Jump?

**["Powerful Time Saver for Client Meeting Documentation"](https://www.g2.com/survey_responses/jump-review-12992804)**

**Rating:** 4.0/5.0 stars

_— Preston Y._

[Read full review](https://www.g2.com/survey_responses/jump-review-12992804)

**["Keeps Me Present in Client Conversations with Seamless Wealthbox Integration"](https://www.g2.com/survey_responses/jump-review-13000821)**

**Rating:** 5.0/5.0 stars

_— Adam T._

[Read full review](https://www.g2.com/survey_responses/jump-review-13000821)

### [GReminders](https://www.g2.com/products/greminders/reviews)

GReminders is the ONLY AI-powered end-to-end meeting management platform BUILT for Financial and Professional Services. Online scheduling built exclusively for Google, Microsoft Outlook / Office 365 / Exchange, Redtail or Wealthbox Calendars. Eliminate No-Shows - Send reminders via SMS / Email / phone, or Follow-ups. Integrates with Web Meeting Providers such as Zoom, Microsoft Teams, Webex, etc... and all major CRMs such as Salesforce, Microsoft Dynamics, Redtail, Wealthbox, Hubspot, Pipedrive, SmartOffice and more. Our powerful AI Assistant can be utilized as a Notetaker, or to send follow-up emails and generate pre-meeting briefs. Utilize Ask Anything or Do Anything within your CRM, saving time searching for client information or creating tasks. GReminders works HOW YOU WORK, using your EXISTING systems, and focuses on simplicity and service! Give it a Try today for Free! Visit https://www.greminders.com

**Average Rating:** 4.6/5.0

**Total Reviews:** 681

#### Who Is the Company Behind GReminders?

- **Seller:** [Greminders](https://www.g2.com/sellers/greminders)
- **HQ Location:** Los Angeles, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d049193c45dd769325d9795a4e955813a430d3662a58a33d66e294b016540ed2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F76599426%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Financial Advisor
- **Top Industries:** Financial Services, Mental Health Care
- **Company Size:** 90% Small, 8% Medium

#### What Do G2 Reviewers Say About GReminders?

_AI-generated summary from verified user reviews_

##### Pros

- Users find GReminders' **ease of use** exceptional, significantly enhancing appointment management and overall efficiency.
- Users value the **time-saving reminders feature** of GReminders, enhancing efficiency and reducing scheduling conflicts.
- Users love the **automated reminders** from GReminders, enhancing efficiency and client communication effortlessly.
- Users love the **scheduling convenience** of GReminders, appreciating its seamless integration and time-saving features.
- Users love the **ability to customize reminders** for clients, making appointment management effortless and reliable.

##### Cons

- Users find the **learning curve steep** , with confusing features and plans requiring time and troubleshooting for optimal use.
- Users find the **monthly reminder limit** restrictive, impacting their ability to customize reminders effectively.
- Users experience **calendar integration issues** with GReminders, noting reminders for removed meetings and a need for streamlining.
- Users face **integration issues** with RedTail CRM, leading to inconsistent reminder notifications and scheduling challenges.
- Users find GReminders' **limited features** disappointing, particularly regarding customization and event location inclusion.

#### What Are Recent G2 Reviews of GReminders?

**["GReminders Streamlined Our Scheduling with Reliable Calendar Automation"](https://www.g2.com/survey_responses/greminders-review-12953675)**

**Rating:** 5.0/5.0 stars

_— Michael R._

[Read full review](https://www.g2.com/survey_responses/greminders-review-12953675)

**["Client scheduling system that works, and reduces email workload"](https://www.g2.com/survey_responses/greminders-review-4668671)**

**Rating:** 5.0/5.0 stars

_— Ryan E._

[Read full review](https://www.g2.com/survey_responses/greminders-review-4668671)

#### What Are G2 Users Discussing About GReminders?

- [How do I set a Google reminder?](https://www.g2.com/discussions/how-do-i-set-a-google-reminder) - 2 comments
- [Can Google Calendar send text reminders?](https://www.g2.com/discussions/can-google-calendar-send-text-reminders) - 2 comments
- [How much is Greminders?](https://www.g2.com/discussions/how-much-is-greminders) - 1 comment
- [Is Greminders free?](https://www.g2.com/discussions/is-greminders-free) - 3 comments

### [Practifi](https://www.g2.com/products/practifi/reviews)

Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Visit us at www.practifi.com to schedule a demo.

**Average Rating:** 4.3/5.0

**Total Reviews:** 78

#### Who Is the Company Behind Practifi?

- **Seller:** [Practifi](https://www.g2.com/sellers/practifi)
- **Company Website:** practifi.com
- **Year Founded:** 2013
- **HQ Location:** Chicago, IL
- **Twitter:** @Practifi  
739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b34f6d7a215d454671729765854ec9e481eebdc31b7eac4db981c1c4b489ccfd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpractifi%2F&secure%5Burl_type%5D=linkedin_company_website)  
67 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 73% Small, 25% Medium

#### What Are Recent G2 Reviews of Practifi?

**["User-Friendly CRM That’s Easy to Navigate"](https://www.g2.com/survey_responses/practifi-review-12973468)**

**Rating:** 5.0/5.0 stars

_— Alia A._

[Read full review](https://www.g2.com/survey_responses/practifi-review-12973468)

**["Awesome Flexibility and People"](https://www.g2.com/survey_responses/practifi-review-12949840)**

**Rating:** 5.0/5.0 stars

_— Kimberly H._

[Read full review](https://www.g2.com/survey_responses/practifi-review-12949840)

#### What Are G2 Users Discussing About Practifi?

- [What is wealth box?](https://www.g2.com/discussions/what-is-wealth-box)
- [How much does Practifi cost?](https://www.g2.com/discussions/how-much-does-practifi-cost) - 1 comment
- [Is Practifi owned by Salesforce?](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) - 1 comment
- [What does Practifi do?](https://www.g2.com/discussions/what-does-practifi-do) - 1 comment

### [Auquan](https://www.g2.com/fr/products/auquan/reviews)

plateforme de science des données pour les services financiers

**Average Rating:** 4.5/5.0

**Total Reviews:** 9

#### Who Is the Company Behind Auquan?

- **Vendeur:** [Auquan](https://www.g2.com/fr/sellers/auquan)
- **Année de fondation:** 2018
- **Emplacement du siège social:** London
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b9f97758907127cffc87c980c908bca3502b5d67f747ab4862ef380a4e651b12&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauquan%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Large, 33% Small

#### What Are Recent G2 Reviews of Auquan?

**["Auquan rationalise la recherche en IA avec des informations rapides et exploitables"](https://www.g2.com/fr/survey_responses/auquan-review-13205928)**

**Rating:** 4.5/5.0 stars

_— Subhashree S._

[Read full review](https://www.g2.com/fr/survey_responses/auquan-review-13205928)

**["Auquan rend les analyses de données à grande échelle rapides et faciles."](https://www.g2.com/fr/survey_responses/auquan-review-13207820)**

**Rating:** 4.5/5.0 stars

_— LOKESH G._

[Read full review](https://www.g2.com/fr/survey_responses/auquan-review-13207820)

### [Pulse360](https://www.g2.com/fr/products/pulse360/reviews)

Inscrivez-vous et arrêtez de passer autant de temps sur le travail administratif.

**Average Rating:** 4.6/5.0

**Total Reviews:** 7

#### Who Is the Company Behind Pulse360?

- **Vendeur:** [Pulse360](https://www.g2.com/fr/sellers/pulse360-b8c526de-1d8b-4c4a-8284-24105e8cc950)
- **Emplacement du siège social:** Riverside, US
- **Twitter:** @pulse360  
457 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6515040718e2c5eb93f44b6a983b4d19fbbcdadc19d164633a725dd1f955fbc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpulse360&secure%5Burl_type%5D=linkedin_company_website)  
9 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 86% Large, 14% Small

#### What Are Recent G2 Reviews of Pulse360?

**["C'est un outil fantastique à utiliser."](https://www.g2.com/fr/survey_responses/pulse360-review-5406751)**

**Rating:** 5.0/5.0 stars

_— Saravanan P._

[Read full review](https://www.g2.com/fr/survey_responses/pulse360-review-5406751)

**["Pulse 360 est l'application fonctionnelle."](https://www.g2.com/fr/survey_responses/pulse360-review-6477864)**

**Rating:** 4.5/5.0 stars

_— Payal T._

[Read full review](https://www.g2.com/fr/survey_responses/pulse360-review-6477864)

#### What Are G2 Users Discussing About Pulse360?

- [À quoi sert Pulse360 ?](https://www.g2.com/fr/discussions/what-is-pulse360-used-for)

### [Wealthbox CRM](https://www.g2.com/fr/products/wealthbox-crm/reviews)

Wealthbox est une technologie CRM pour les conseillers financiers lancée en 2014. Intégré avec les principaux dépositaires et partenaires technologiques de gestion de patrimoine, Wealthbox est connu pour son design de produit moderne et son expérience utilisateur puissante mais intuitive. La plateforme collaborative permet aux conseillers financiers, aux entreprises et aux courtiers de gérer les relations avec les clients tout en rationalisant les opérations.

**Average Rating:** 4.6/5.0

**Total Reviews:** 109

#### Who Is the Company Behind Wealthbox CRM?

- **Vendeur:** [Wealthbox](https://www.g2.com/fr/sellers/wealthbox)
- **Année de fondation:** 2014
- **Emplacement du siège social:** United States, US
- **Twitter:** @Wealthbox  
4,755 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9992ce4143630c3b67ba90432a5926bd3577ed4c4b32055679eea3fac6488557&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwealthboxcrm%2F&secure%5Burl_type%5D=linkedin_company_website)  
146 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Conseiller financier, Planificateur financier
- **Top Industries:** Services financiers
- **Company Size:** 94% Small, 6% Medium

#### What Are Recent G2 Reviews of Wealthbox CRM?

**["L'outil de prise de notes par IA est une révolution qui nous fait gagner des heures."](https://www.g2.com/fr/survey_responses/wealthbox-crm-review-12593855)**

**Rating:** 5.0/5.0 stars

_— Quinlan I._

[Read full review](https://www.g2.com/fr/survey_responses/wealthbox-crm-review-12593855)

**["Bon CRM pour les conseillers financiers"](https://www.g2.com/fr/survey_responses/wealthbox-crm-review-12703446)**

**Rating:** 4.0/5.0 stars

_— Owen H._

[Read full review](https://www.g2.com/fr/survey_responses/wealthbox-crm-review-12703446)

#### What Are G2 Users Discussing About Wealthbox CRM?

- [What improvements would you suggest for Wealthbox CRM to better meet your financial advisory needs?](https://www.g2.com/fr/discussions/what-improvements-would-you-suggest-for-wealthbox-crm-to-better-meet-your-financial-advisory-needs)
- [Que fait Wealthbox CRM ?](https://www.g2.com/fr/discussions/what-does-wealthbox-crm-do) - 1 comment
- [Calendly s'intègre-t-il avec Wealthbox ?](https://www.g2.com/fr/discussions/does-calendly-integrate-with-wealthbox) - 1 comment
- [Which is better redtail or Wealthbox?](https://www.g2.com/fr/discussions/which-is-better-redtail-or-wealthbox) - 2 comments
- [Que fait Wealthbox ?](https://www.g2.com/fr/discussions/what-does-wealthbox-do) - 4 comments

### [Finterest](https://www.g2.com/fr/products/finterest/reviews)

Finterest est conçu spécifiquement pour le monde des conseils réglementés, où les outils génériques d'engagement commercial sont insuffisants. Il combine la recherche de prospects par IA, un créateur de cadence visuelle multi-canaux à travers l'email, LinkedIn, le téléphone et le SMS, les appels via navigateur, et Fin, un co-pilote IA qui rédige, personnalise et qualifie. Il est conçu avec une priorité sur la conformité, avec une révision avant envoi, des pistes d'audit, une isolation des données par utilisateur, un cryptage AES-256, et un désabonnement en un clic, et il envoie les prospects chauds vers HubSpot, Salesforce, Redtail et Monday.com. Finterest n'est affilié à aucun protocole de cryptomonnaie ou de prêt portant un nom similaire. Finterest soutient, et ne remplace pas, la supervision de conformité propre à une entreprise.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Finterest?

- **Vendeur:** [Finterest](https://www.g2.com/fr/sellers/finterest)
- **Année de fondation:** 2025
- **Emplacement du siège social:** New York City, US
- **Twitter:** @gofinterest
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2310ddc21f45695d34165a126c7f0aa541ac25eb7330dbfd49dca566a957f41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgofinterest%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Finterest?

**["Finterest simplifie la prospection complexe et le démarchage dans un système centralisé"](https://www.g2.com/fr/survey_responses/finterest-review-12941583)**

**Rating:** 5.0/5.0 stars

_— F P._

[Read full review](https://www.g2.com/fr/survey_responses/finterest-review-12941583)

### [AdviserCheck](https://www.g2.com/fr/products/advisercheck/reviews)

AdviserCheck est une plateforme d'intelligence de conformité alimentée par l'IA pour l'écosystème australien de conseil financier. Elle analyse les Déclarations de Conseil, les Dossiers de Conseil Client et d'autres documents financiers par rapport à FOFA, s961B, RG 175, DBFO et d'autres cadres réglementaires — mettant en évidence les problèmes de conformité avec des conclusions étayées par des preuves.

#### Who Is the Company Behind AdviserCheck?

- **Vendeur:** [AdviserCheck](https://www.g2.com/fr/sellers/advisercheck)
- **Emplacement du siège social:** N/A
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employés sur LinkedIn®

### [AdvisoryAI](https://www.g2.com/fr/products/advisoryai/reviews)

AdvisoryAI propose un logiciel de planification financière basé sur l'IA conçu pour les conseillers financiers, améliorant la productivité en transformant les interactions avec les clients en rapports conformes et personnalisés en seulement 30 minutes. Avec des outils comme Evie pour la collecte de données clients et Emma pour la génération de rapports, l'entreprise permet aux conseillers de se concentrer davantage sur les relations avec les clients tout en garantissant la conformité grâce à son système d'IA. La plateforme propose également Colin pour l'assurance qualité, en faisant un partenaire de confiance pour les entreprises cherchant à rationaliser leurs processus. En tirant parti de la technologie avancée, AdvisoryAI vise à augmenter la capacité des conseillers et à améliorer la qualité du service dans le secteur du conseil financier.

#### Who Is the Company Behind AdvisoryAI?

- **Vendeur:** [AdvisoryAI](https://www.g2.com/fr/sellers/advisoryai)
- **Année de fondation:** 2023
- **Emplacement du siège social:** London, GB
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0ecb4d045bb00c540408fdacb2615d328026c8fa9cf4903ee367c08cf1cee5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadvisoryai%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employés sur LinkedIn®

### [Aveni Assist](https://www.g2.com/fr/products/aveni-assist/reviews)

Aveni Assist est un outil de productivité alimenté par l'IA, conçu spécifiquement pour les conseillers financiers et les paraplanners. Il soutient les réunions avec les clients en automatisant les tâches administratives de routine, telles que la génération de rapports d'adéquation, le remplissage des systèmes CRM, le résumé des conversations et la rédaction de communications personnalisées pour les clients. Construit avec une compréhension approfondie des flux de travail des services financiers, Aveni Assist aide les professionnels à réduire le temps passé sur la documentation post-réunion, améliorant ainsi l'efficacité opérationnelle et libérant du temps pour se concentrer sur le service client. La plateforme s'intègre avec les outils de communication couramment utilisés, y compris Microsoft Teams, Zoom, Google Meet et Webex, la rendant accessible lors des réunions virtuelles avec les clients. Après la conclusion d'une réunion, Aveni Assist utilise des technologies de reconnaissance vocale et de traitement du langage naturel pour transcrire et analyser la conversation, en extrayant les données clés pour générer des résultats conformes aux normes de conformité et de documentation dans le conseil financier. Aveni Assist est formé sur des données et une terminologie spécifiques aux services financiers, ce qui le distingue des outils d'IA générative à usage général. Cette approche spécifique au domaine aide à garantir que le contenu qu'il produit est pertinent, structuré et traçable. La plateforme inclut des fonctionnalités de référencement qui lient le contenu généré à la transcription originale, soutenant à la fois la transparence et l'auditabilité pour la conformité réglementaire. Les cas d'utilisation incluent les résumés de réunions, la documentation d'adéquation, la rédaction d'e-mails, les briefings administratifs et la saisie de données CRM. Un modèle de licence distinct pour les paraplanners permet aux entreprises de répartir efficacement les responsabilités administratives tout en maintenant la supervision des conseillers. Le système est conçu en tenant compte de la protection des données, opérant selon des normes de sécurité incluant ISO 27001, et est utilisé par des institutions financières basées au Royaume-Uni. Aveni Assist soutient les entreprises dans le respect des exigences du Consumer Duty en fournissant une approche axée sur les données pour documenter les interactions avec les clients. Il aide à s'assurer que des éléments clés tels que les besoins des clients, leurs préférences et leur appétit pour le risque sont enregistrés et traçables. La plateforme permet aux professionnels de la finance de rester concentrés sur les résultats pour les clients, tandis que les tâches administratives sont gérées plus efficacement grâce au soutien de l'IA.

#### Who Is the Company Behind Aveni Assist?

- **Vendeur:** [Aveni Detect](https://www.g2.com/fr/sellers/aveni-detect)
- **Année de fondation:** 2018
- **Emplacement du siège social:** Edinburgh, GB
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a705104ca80edbec8df78aaffa7330ab7f7d4e3d7fd8b6123408c219a30c26f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faveni-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
91 employés sur LinkedIn®

### [Cognicor](https://www.g2.com/fr/products/cognicor/reviews)

Le Copilot Advisor de CogniCor est la couche de flux de travail d'automatisation intelligente et agentique pour les entreprises de gestion de patrimoine. Allant au-delà de la prise de notes et de l'ouverture de comptes, la vision de CogniCor est de tirer parti des données des notes de réunion, du CRM, du plan financier, des portefeuilles, des plans fiscaux et successoraux, et des données de garde dans une plateforme d'intelligence contextuelle qui favorise la croissance des conseillers. Avec des intégrations aux principaux dépositaires, CogniCor fournit l'automatisation des flux de travail tels que l'ouverture et la maintenance de comptes. CogniCor est construit avec une sécurité d'entreprise robuste avec cryptage, RBAC, SSO/SAML, et journalisation d'audit et des normes de gouvernance recommandées par les régulateurs pour les institutions réglementées. Pourquoi CogniCor ? La plupart des outils d'IA disent aux conseillers ce qui s'est passé. CogniCor leur dit ce qu'il faut faire ensuite — approuvé par les courtiers-négociants, les banques, les assureurs et les RIAs du Fortune 500 pour accroître la croissance des conseillers avec une IA sécurisée de niveau entreprise. Plusieurs fois lauréat des Wealthies awards de wealthmanagement.com pour la solution d'IA leader dans sa catégorie.

#### Who Is the Company Behind Cognicor?

- **Vendeur:** [Cognicor](https://www.g2.com/fr/sellers/cognicor)
- **Année de fondation:** 2018
- **Emplacement du siège social:** Palo Alto, US
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b9cd383b8b427fbdaea480fccdaecdf80fe453d5e773de66d84c0c5412df7f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcognicor-technologies%2F&secure%5Burl_type%5D=linkedin_company_website)  
59 employés sur LinkedIn®

### [DealCloud](https://www.g2.com/fr/products/dealcloud/reviews)

Intapp DealCloud est une plateforme sophistiquée d'intelligence des transactions et des relations, conçue pour aider les entreprises de services financiers et professionnels à générer des opportunités, gérer des pipelines et améliorer les relations avec les clients. Cette plateforme sert de centre centralisé pour la connaissance de l'entreprise et du marché, fournissant aux utilisateurs des informations exploitables qui facilitent la prise de décision éclairée et l'exécution stratégique. Principalement ciblé sur les banques d'investissement, les entreprises de capital privé, les organisations de comptabilité et de conseil, les conseillers juridiques et les entreprises d'actifs réels, Intapp DealCloud est adapté pour répondre aux exigences uniques de ces secteurs. La plateforme est particulièrement bénéfique pour les professionnels qui nécessitent une vue d'ensemble de leur flux de transactions et de leurs interactions avec les clients, leur permettant de rationaliser les processus et d'améliorer la collaboration entre les équipes. En intégrant diverses sources de données et systèmes, Intapp DealCloud permet aux entreprises de briser les silos et de favoriser un environnement de travail plus cohérent. Intapp DealCloud est alimenté par l'IA appliquée, ce qui lui permet de fournir des informations prédictives et des capacités de prise de décision améliorées. La plateforme offre des flux de travail configurables qui peuvent être personnalisés pour répondre aux besoins spécifiques des différentes entreprises, garantissant que les utilisateurs peuvent adapter le système à leurs exigences opérationnelles. De plus, Intapp DealCloud dispose de capacités d'intégration robustes, permettant un flux de données fluide entre les systèmes internes, les sources tierces et d'autres produits Intapp. Cette interconnexion améliore non seulement l'efficacité, mais permet également aux entreprises de tirer parti de leurs investissements technologiques existants de manière plus efficace. Les avantages de l'utilisation d'Intapp DealCloud vont au-delà de la simple efficacité opérationnelle. En centralisant l'information et en fournissant des informations en temps réel, la plateforme aide les entreprises à prendre des décisions plus rapides et plus éclairées qui peuvent conduire à une croissance et une rentabilité accrues. De plus, la capacité de gérer les relations et les opportunités dans un environnement unifié permet aux entreprises d'approfondir l'engagement des clients et d'améliorer la prestation de services. En conséquence, Intapp DealCloud est le leader dans sa catégorie, offrant une solution complète qui répond aux besoins complexes des entreprises de services financiers et professionnels, conduisant finalement à de meilleurs résultats à travers les pratiques et les géographies.

**Average Rating:** 4.2/5.0

**Total Reviews:** 41

#### Who Is the Company Behind DealCloud?

- **Vendeur:** [Intapp](https://www.g2.com/fr/sellers/intapp)
- **Site Web de l'entreprise:** www.intapp.com
- **Année de fondation:** 2000
- **Emplacement du siège social:** Palo Alto, CA
- **Twitter:** @intapp  
2,681 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=23d65d3fb44c56e07420db5c6e4fb9c37d40cfbd2ea1f64ad2c0aa4b8e179aa1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64081%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,391 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Services financiers, Capital-risque et capital-investissement privé
- **Company Size:** 66% Small, 20% Medium

#### What Are Recent G2 Reviews of DealCloud?

**["Sourcing de deals pour le développement commercial"](https://www.g2.com/fr/survey_responses/dealcloud-review-12945510)**

**Rating:** 4.0/5.0 stars

_— Utilisateur vérifié à Services financiers_

[Read full review](https://www.g2.com/fr/survey_responses/dealcloud-review-12945510)

**["Facile à utiliser, s'intègre parfaitement avec Microsoft, et soutenu par un excellent support"](https://www.g2.com/fr/survey_responses/dealcloud-review-13043606)**

**Rating:** 5.0/5.0 stars

_— Jawad A._

[Read full review](https://www.g2.com/fr/survey_responses/dealcloud-review-13043606)

#### What Are G2 Users Discussing About DealCloud?

- [How do you use Dealcloud?](https://www.g2.com/fr/discussions/how-do-you-use-dealcloud)
- [What is DealCloud used for?](https://www.g2.com/fr/discussions/what-is-dealcloud-used-for)
- [Why DealCloud?](https://www.g2.com/fr/discussions/why-dealcloud)

### [DeepVest](https://www.g2.com/fr/products/deepvest/reviews)

DeepVest est une plateforme d'investissement alimentée par l'IA conçue pour révolutionner les services de conseil financier en intégrant une intelligence artificielle avancée dans le processus de recherche d'investissement et de gestion de portefeuille. Elle offre une suite d'outils qui permettent aux conseillers financiers de fournir des informations personnalisées et basées sur les données de manière efficace, améliorant ainsi la satisfaction des clients et l'évolutivité opérationnelle. Caractéristiques clés et fonctionnalités : - AgentLab (Assistant de recherche IA) : Facilite les interactions en langage naturel pour des analyses d'investissement complexes, y compris la création de portefeuilles modèles, l'optimisation, le filtrage d'actions et des évaluations techniques, fondamentales et macroéconomiques complètes. - DataLab (Terminal de données natif IA) : Fournit une interface unifiée pour la recherche multi-actifs, englobant les actions, les ETF, les cryptomonnaies, le forex et les données macroéconomiques, avec des graphiques interactifs et des informations de marché en temps réel. - AdvisorLab (Prospection et propositions) : Rationalise l'acquisition de clients en automatisant les diagnostics de portefeuille et la génération de propositions, permettant aux conseillers de télécharger les relevés de comptes des prospects et de recevoir des analyses détaillées en quelques minutes. - Optimisation de portefeuille et analyse des risques : Offre des outils pour tester des stratégies, optimiser les portefeuilles pour des rendements ajustés au risque et réaliser des analyses de scénarios pour évaluer les impacts potentiels des changements de marché. - Conformité et sécurité : Assure que toutes les interactions et les résultats sont enregistrés avec des pistes d'audit complètes, offrant transparence et conformité aux normes réglementaires. Valeur principale et solutions fournies : DeepVest répond au défi commun auquel les conseillers financiers sont confrontés entre fournir des services clients personnalisés et atteindre une évolutivité opérationnelle. En intégrant l'IA directement dans le flux de travail d'investissement, elle élimine le besoin de multiples outils déconnectés, réduisant l'effort manuel et le risque d'erreurs. Les conseillers peuvent effectuer des analyses approfondies, générer des propositions prêtes pour les clients et surveiller les portefeuilles en temps réel, le tout sur une seule plateforme. Cette intégration améliore la rapidité et la précision de la prise de décision, permettant aux conseillers de fournir des stratégies d'investissement sur mesure qui s'alignent sur les objectifs individuels des clients et les conditions du marché. En fin de compte, DeepVest permet aux conseillers de développer leurs pratiques sans compromettre la qualité de l'engagement et du service client.

#### Who Is the Company Behind DeepVest?

- **Vendeur:** [DeepVest](https://www.g2.com/fr/sellers/deepvest)
- **Année de fondation:** 2024
- **Emplacement du siège social:** Sarasota, US
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=608a3288ea1b113c950e02c97c5aa2bae413cd7180cb8f87bb3dfd7daf9ec8ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeepvestai%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employés sur LinkedIn®

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- [Debt Management](/categories/debt-management)
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[Browse AI Assistants for Financial Services Themes](/categories/ai-assistants-for-financial-services/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated April 8, 2026

AI assistants for financial services are software platforms that use artificial intelligence (AI) to help financial institutions automate administrative work, support client interactions, generate insights, and maintain regulatory compliance. Unlike general-purpose AI chatbots, these assistants are specifically built for financial workflows, client interactions, insights, and financial data security and compliance requirements.

These solutions can be used in highly regulated industries such as banks, wealth management firms, fintech companies, and independent advisory organizations. They support businesses that manage sensitive financial data and large volumes of information, including client conversations, account activity, and financial reporting and analysis. AI assistants for financial services help companies automate repetitive tasks, streamline data analysis, improve efficiency, strengthen compliance oversight, and deliver faster, data-driven client engagement.

These tools are often used by the front office and customer-facing positions, such as financial advisors, customer support, and compliance teams, to automate meeting notes, draft follow-ups, handle account inquiries, and manage compliance. This type of system often integrates with [CRM software](https://www.g2.com/categories/crm?source=search), [banking software](https://www.g2.com/categories/core-banking?source=search), and wealth management software.

To qualify for inclusion in the AI Assistants for Financial Services category, a product must:

- Capture and summarize client conversations using AI and convert them into structured transcripts and concise executive summaries
- Integrate with CRM, financial, or similar software
- Offer specialized financial compliance and security tools to flag out-of-policy language or ensure required disclosures are captured
- Use AI to automate repetitive administrative tasks such as pre-filling forms, preparing reports, and starting internal workflows
- Analyze client interactions to generate relationship intelligence, such as sentiment analysis, behavioral insights, or next best steps

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