FINANCIAL ADVICE

AS A SERVICE

ABAKA is reinventing the advisory model to deliver client value while maintaining cost efficiency across market audiences.

Statistics:

1m

The number of people in the UK who are able to access ABAKA’s technology

500%

Average increase in user engagement.*

*Measured against average level of employee engagement on pensions.

3/4

ABAKA users have set-up savings goals

Partner_Conversational

Power conversational AI

Anytime, anywhere digital advice & low-touch investment solutions for your mass market or mass affluent client base.

Partner_hybrid

Hybrid Advisory model

Chatbot triage service supporting handover to an advisor. Increase customer control, reach more customers and free-up advisor productivity.

For augmenting human-touch relationships with mass affluent and wealthy clients.

With Abaka, you can:

Improve your customer journeys and user experience

Improve your customer journeys and user experience

Grow your product adoption through digital channels

Grow your product adoption through digital channels

Control consistency of advice and maintain compliance requirements

Control consistency of advice and maintain compliance requirements

Increase agility of service and product offering

Increase agility of service and product offering

Powerful customer engagement

Partner_Nudge

Nudges

Send proactive and intelligent nudges to your customers to help them save more and invest smarter. Powered by AI, based on behavioural theory.

Advice

Human-like Conversations

Proprietary NLU & chatbot that has been designed around the brain of a financial advisor. We power human-like conversations creating deeper engagement and customer insights. 

Build Your Own Solution

Build Your Own Solution

Embed our solution in less than 90 days by choosing from our 6 proprietary modules to launch a financial guidance and advice service. Fully-customisable platform to integrate and control your compliance requirements and investment product offering. 

Transact

Transactional Capability

Customers can act on the advice immediately: opening savings account, increasing contributions, consolidating assets or buying at-retirement solutions. Speed up processes and eliminate paperwork. 

Integrate with intelligent assistants

Amazon Alexa

Amazon Alexa

Microsoft Cortana

Microsoft Cortana

Siri (Apple)

Siri (Apple)

Slack

Slack

Facebook Messenger

Facebook Messenger

Microsoft Skype

Microsoft Skype

Google Home

Google Home

Whatsapp

Whatsapp

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