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Personalization at scale

Introducing responsible AI that leverages personality to make financial services communication more impactful through deeper client relationships, longer asset retention, and better client outcomes.

You're talking. But are they listening?

Read Our Whitepaper

We are at the forefront of personalized communication

Communication that puts you in the center by expressing your thoughts authentically
Communication that respects your clients with bespoke communication tailored to them
Communication that is trustworthy and ethical

Drive higher engagement at scale

Much of communication today focuses on “the what” and too little on ”the how.”
totumai balances the mix to create scalable personalized communication that leads to:

Deeper Client Relationships

Personalization deepens relationships and builds trust

Longer Asset Retention

Persistent business is key in an industry where client acquisition is so hard

Better Client Outcomes

More engaged and informed clients generates better outcomes

In 2023 totumai conducted a financial advisor survey and the results speak for themselves:

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Believe client personalization is important to the success of their practice

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Personalize all communications with their clients

Meet the team

"We believe that our deep and long experience in financial services has shown that personalizing communications is critical to building engagement with clients."
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.

Founder, Chief Executive Officer

Matt Schiffman

Founder, Chief Strategy Officer

Chris Chancellor

Chief Marketing Officer

Duncan Walters

Chief Science Officer

Faith Martin, PhD

Chief Experience Officer

Ryan Pritchard

Read our blog

Exploring the transformative power of artificial intelligence in personalizing financial advisory communications.

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Smarter communication
starts right now

Join totumai's mailing list to get the latest news and information on personalization and communication. Sign up today!

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