Uprise Embedded
What is Uprise Embedded?
Premium, an AI-powered financial advisory platform that offers a personalized financial optimization engine. Backed by certified financial advisors, Premium helps users from trusted financial institutions to successfully cross-sell products at the right moment with one click. Partners can increase revenue per user by over 66%, gaining insights into customers' full financial picture to tailor their services effectively. By automating regulatory compliance and offering concierge services for comprehensive financial planning, Premium ensures a seamless and secure user experience. With flexible integration options and white-label solutions, partners can customize their offerings quickly. Combining the magic of AI with human touch, Premium is revolutionizing financial advisory services.
KEY FEATURES
- ✔️ AI-powered financial advisory platform.
- ✔️ Personalized financial optimization engine.
- ✔️ Automating regulatory compliance.
- ✔️ Concierge services for comprehensive financial planning.
- ✔️ Flexible integration options and white-label solutions.
USE CASES
- Increase customer engagement and loyalty by leveraging Premium's AI-powered financial optimization engine to offer personalized product recommendations based on users' financial profiles and behaviors..
- Streamline the cross-selling process for financial institutions by using Premium's intelligent platform to identify the right moment to promote products and services, resulting in a significant revenue increase per user..
- Ensure compliance with regulatory standards effortlessly by utilizing Premium's automated regulatory compliance features, allowing partners to focus on providing tailored financial services while meeting all necessary legal requirements..
