Solutions: Why FormAI?

At FormAI, we recognize that the landscape of financial advisory is rapidly evolving, marked by significant trends such as mergers and acquisitions and the increasing magnitude of FINRA fines. Our solutions are meticulously crafted to address these industry shifts head-on. We leverage your existing workforce by breaking down silos and democratizing access to expert knowledge through our advanced AI tools. Rather than relying on a few subject matter experts, we equip each member of your team with the capabilities to create and utilize powerful, customized Large Language Models (LLMs).

This approach not only alleviates the operational load on your experts but also significantly reduces the risk of compliance violations that could lead to substantial FINRA fines. Our platform’s genesis was in managing one of the largest mergers and acquisitions in the financial advisory sector, giving us unparalleled insights into the complexities and challenges of such transitions.

FormAI stands at the forefront of integrating Generative AI technologies with financial advisory operations. Our partnership with leading AI developers ensures that our solutions are not just operationally efficient but also capable of transforming client service. From text-to-speech for more engaging client interactions to text-to-image and video for compelling content creation, our AI suite is designed to not only retain current clients but also attract new ones, setting a new benchmark for advisory excellence.