Revolutionise your annual reviews with Multiply's AI-driven solutions
Cut down admin time by up to 80% and focus on what matters most—your clients.
Transform your annual review process
- Automate 100% of simple Annual Review cases with straight-through processing.
- Configure the end-to-end review process to meet your clients' and advisers' needs.
Save time and focus on what matters
- Reduce admin time by up to 80% for complex reviews.
- Automate prompts and reminders to both clients and advisers, ensuring nothing is missed.
Grow your business without adding workload
- Empower clients with AI-driven insights and streamline the adviser’s role.
- Increase your customer base by 3x without adding extra workload or headcount.
Leading the future of wealthtech with generative AI
Founded in 2016, Multiply is an award winning, UK-based WealthTech company at the forefront of integrating Generative AI into financial services.
With over £8m in financing from investors like Irish Life and Octopus Ventures, we are dedicated to helping financial firms achieve their goals through innovative solutions. Our mission is to enhance financial well-being by making financial advice more accessible and efficient.
Transform Your Annual Review Process
-
Automation
-
Scalability
-
Compliance and Security
80% less admin, 100% more focus on clients
Leverage Multiply’s AI to reduce the administrative burden of annual reviews by up to 80%. Our tools automatically summarise meeting transcripts, extract key financial details, and update CRM profiles, saving valuable time and resources.
Expand your reach and increase AUM: Unlock new market segments with scalable solutions
Serve a broader client base efficiently, from high-net-worth individuals to those previously considered unprofitable. Our platform supports fully automated and hybrid advice models, making it adaptable to various client needs.
Stay secure, stay compliant: Trust our FCA-sandbox-tested technology
With experience in the FCA sandbox, Multiply offers robust compliance and security features. Our solutions ensure adherence to Consumer Duty requirements, giving you peace of mind.
Next-gen AI tools for your firm
Meeting transcript summarisation
See how Multiply’s AI extracts key points from meeting transcripts and updates CRM profiles seamlessly.
Multiply news
Automate daily market updates and client engagement emails with AI-driven news summaries.
Document processing
Effortlessly process and extract data from client documents, regardless of format.
Join us for exclusive events
Event at Google HQ
Tuesday
Dec 10th 2024
Explore the latest in Generative AI at our exclusive event at Google HQ in London.
Webinar
Details
Coming Soon
Learn about leveraging AI for annual reviews in our upcoming webinar.
Ready to transform your advisory services?
We'd love to discuss how Multiply can help your firm achieve its goals. Book a call with our CEO, Vivek, and CRO, Ray, to explore tailored solutions for your business.
Deep dive into AI in financial services
Download our updated white paper on the potential of ChatGPT and Generative AI in financial services, with a special focus on annual reviews.
