Building angela, an AI financial companion for women investors. Beta launching May 2026.
For more information contact debbie@totumai.net
Introducing responsible AI that leverages personality to make financial services communication more impactful through deeper client relationships, longer asset retention, and better client outcomes.
Introducing responsible AI that leverages personality to make financial services communication more impactful through deeper client relationships, longer asset retention, and better client outcomes.
This in turn is critical to building a stronger brand and all that entails—sales, persistency, better outcomes. Leveraging personality data, personas and generative AI developments, we were able to demonstrate that we could help firms better personalize their communication in a scalable way to deepen relationships with clients and the idea for totumai was born."We believe that our deep and long experience in financial services has shown that personalizing communications is critical to building engagement with clients."
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