What is Uprise Embedded?
Premium, an AI-powered financial advisory platform that offers a personalized financial optimization engine. Backed by certified financial advisors, Premium helps users from trusted financial institutions to successfully cross-sell products at the right moment with one click. Partners can increase revenue per user by over 66%, gaining insights into customers' full financial picture to tailor their services effectively. By automating regulatory compliance and offering concierge services for comprehensive financial planning, Premium ensures a seamless and secure user experience. With flexible integration options and white-label solutions, partners can customize their offerings quickly. Combining the magic of AI with human touch, Premium is revolutionizing financial advisory services.
⭐ Uprise Embedded Core features
- ✔️ AI-powered financial advisory platform
- ✔️ Personalized financial optimization engine
- ✔️ Automating regulatory compliance
- ✔️ Concierge services for comprehensive financial planning
- ✔️ Flexible integration options and white-label solutions