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.

⭐ Key features

Uprise Embedded core features and benefits include the following:

  • ✔ī¸ AI-powered financial advisory platform.
  • ✔ī¸ Personalized financial optimization engine.
  • ✔ī¸ Automating regulatory compliance.
  • ✔ī¸ Concierge services for comprehensive financial planning.
  • ✔ī¸ Flexible integration options and white-label solutions.

⚙ī¸ Use cases & applications

  • ✔ī¸ Increase customer engagement and loyalty by leveraging Premium's AI-powered financial optimization engine to offer personalized product recommendations based on users' financial profiles and behaviors..
  • ✔ī¸ Streamline the cross-selling process for financial institutions by using Premium's intelligent platform to identify the right moment to promote products and services, resulting in a significant revenue increase per user..
  • ✔ī¸ Ensure compliance with regulatory standards effortlessly by utilizing Premium's automated regulatory compliance features, allowing partners to focus on providing tailored financial services while meeting all necessary legal requirements..

🙋‍♂ī¸ Who is it for?

Uprise Embedded can be useful for the following user groups:

Financial advisors
Financial institutions
Wealth management firms

ℹī¸ Find more & support

You can also find more information, get support and follow Uprise Embedded updates on the following channels:

How do you rate Uprise Embedded?

5 1 ratings

Breakdown 👇

Value for money:
5
Ease of Use:
5
Performance:
5
Features:
5
Support:
5

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