Artificial Financial Intelligence™

Revolutionising how organisations financially plan for and engage with their customers.

See how it works.

The Abaka Platform

We provide an AI driven digital savings and retirement solutions platform. It is a cloud-based Enterprise SaaS platform with a library of modular and customisable Apps. Our solution is designed to integrate with your systems, business and customer engagement requirements.

It is Artificial Financial Intelligence™.

How it works

Conversational AI

When sharing financial information, people are more comfortable doing so with an AI than a person. It is because they do not feel judged; that’s why we have developed Conversational AI.

Conversational AI’s intuitive feel means customers share openly and honestly the information you need to develop advice and plan solutions.

Key features are:

  • Proprietary Natural Language Processing technology
  • Domain knowledge on pensions, savings, investments, PFM
  • Canvas Web Interface for custom built dialogue management
  • Hybrid advice
  • Transactional chatbot
  • Multi-channel: integrate with any other intelligent assistant

Intelligent Nudges

On-going engagement is an essential part of customer retention. Intelligent Nudges provides that. We employ machine learning across big data to deliver hyper-personalisation engagement.

Key features are:

  • AI persona segmentation
  • Omnichannel communication
  • Support every step of the customer journey
  • Targeted marketing campaigns
  • Analytics

Engagement & Analytics

Not every customer you have will engage with you in the same way. That’s why we provide ongoing customer engagement through personalised content and smart analytics, allowing you to tailor your approach across:

  • Digital Content & Marketing platform
  • Mail, Video, Chat, SMS, notifications
  • Cloud-based analytics
  • Custom dashboards
  • Custom data queries
  • Reporting

Front End

Our Front End solution provides a consistent and seamless experience across the different touchpoints and engagement requirements you will have:

  • Omnichannel (text, web, mobile, chat, voice, video)
  • Onboarding & Engagement
  • Core banking, Custodian, 3rd party integration
  • Digitised execution
  • Online transactional requirements

Financial Engine APIs

Essential to Artificial Financial Intelligence™ are the financial recommendations themselves.

Key features of our Financial Engine API solution are:

  • Monte-Carlo investment scenario modelling
  • Risk & Suitability profiling
  • Outcome-based, Goal-Based Investing
  • Forecasting, retirement planning

Account Aggregation

Our modular approach allows you to plug into our Data Aggregation technology:

  • Open Banking
  • Open Savings
  • Open Pensions & Pension Tracing service
  • Extract & Parse unstructured data from web or pdfs
  • Analytics