Faybl

AI General Agent for Financial Advisers

AI-driven workflow automation

Faybl is an autonomous AI workflow agent that automates everyday tasks that slow advisory teams down – freeing them to focus on clients.

Connected directly to the intelliflo office, Faybl completes multi-step workflows, manages communication, prepares documents, and keeps your practice moving with intelligent automation.

Key Benefits

  • Streamline workflows: automate tasks, eliminate manual admin
  • Empower you team: increase client-facing time
  • Improve compliance: create structured documentation automatically

Core Capabilities

  • Intelligent Meeting Management: Joins MS Teams, Zoom, Google Meet meeting, capture discussions in real time, and generate detailed meeting noted based on your own library of templates
  • Document Processing: Handle, analyse, and manage various document types with AI-powered insights
  • Enterprise Platform Integration: Seamlessly operate across multiple enterprise systems and workflows
  • Financial Planning Expertise: Specialised capabilities for financial advisers, wealth managers, and financial services professionals
  • Conversational Search: AI-powered search engine that provides precise answers with citations from authoritative sources, rather than just links
  • Content Generation: Draft documents, summarise reports, generate professional communications, and create code snippets

Email & Client Communication Automation

Faybl reads emails, drafts responses, identifies actions, and logs tasks into the intelliflo office.

Advice Drafting & Document Preparation

Faybl generates draft SOAs, ROAs, strategy outlines, research summaries, and uploads documents automatically.

Flexibility & Scalability

Faybl adapts to your requirements:

  • Simple Use: Functions as a straightforward note-taker when that’s all you need
  • Comprehensive Solution: Scales to operate your documents, systems, and complete workflows
  • Your Choice: The level of assistance is entirely up to you, empowering you to work smarter and achieve more

Data Exchange Between Faybl & intelliflo office

The integration between Faybl and the intelliflo office enables a secure, seamless two-way flow of information. Faybl retrieves the client details, tasks, and documents it needs to complete work accurately, and writes back new tasks, workflow updates, documents, summaries, and draft outputs directly into intelliflo office.

Throughout this process, your data remains protects. No client information is ever used for AI training.

Experience the Faybl Difference

Transform your practice with AI-driven efficiency, accuracy, and capacity today.

Please contact us to schedule a demo including onboarding and setup with Faybl: Schedule Free Demo