AI that empowers your customers, not just scores them

Today’s customers expect more than transactions. They want guidance, personalisation, and real value. Intelligent Agents help financial institutions deliver just that. By blending psychometric data with behavioural science, they act as digital coaches that build trust, improve outcomes, and deepen engagement at every step of the customer journey.

What Intelligent Agents do


Personalised digital coaching

Give users insights into their behaviour, spending, and habits with tailored guidance grounded in data.


Wellness-focused nudging

Encourage better financial choices through gentle, timely nudges, like savings suggestions or credit education.


Engagement optimisation

Deliver messages that matter. Agents learn and adapt to increase conversion, retention, and trust over time.


Seamless integration

Plug into your existing app, chatbot, or onboarding flow - no complex infrastructure needed.

Use it to:

Support healthier financial behaviour
Improve app engagement and feature adoption
Personalise onboarding and education
Drive inclusion through coaching, not just credit

Why Intelligent Agents?


Boost loyalty

Support customers in achieving their financial goals.


Drive inclusion

Reach thin-file users through guided support.


Improve outcomes

Higher retention, better engagement, and more meaningful relationships.


Build trust

Helpful, not intrusive. Always ethical and privacy-conscious.

Engage smarter. Support better. Grow faster.

AdviceRobo’s Intelligent Agents bring intelligence into every customer interaction so you can serve people ethically and impactfully.


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