CAIS helps financial advisors keep current clients on plan, and attract new clients by delivering immediate financial benefit.

Let CAIS do the non-revenue-generating work, while you focus on client relations.

Concierge AI Search (CAIS) combines Retrieval-Augmented Generation and Active Learning/Knowledge Distillation making it smarter within each category with every completed search. It searches across multiple enterprise-grade AI platforms and synthesizes each reply using custom algorithms. Basic AI search can’t deliver that.

CAIS encourages all users to share their search results with a licensed financial advisor - that’s YOU!

CAIS costs $99 / search. Licensed Financial Advisors can purchase blocks of 25 FREE TOKENS at 50% off. Share tokens with clients and prospects to make search free for them and help you deliver immediate financial benefits.

Licensed financial advisors please complete the form below.

Verified Advisors will receive a link to purchase tokens.