SaturnBackoffice and compliance automation for wealth managers

Saturn AI: Empowering Independent Financial Advisors & Wealth Managers with Data-Driven Efficiency & AI

Introduction

Saturn AI revolutionizes the financial advisory landscape by combining industry-specific data integrations with purpose-built AI, enhancing the value provided to clients and unlocking unprecedented efficiency.

Key Features

• Industry-Specific Integrations: Seamlessly combine data from various sources to create a unified platform.
• Purpose-Built AI: Utilize CoPlanner AI for accurate, quality, and compliant financial services data.
• Enhanced Client Experience: Tools designed to capture both unstructured and structured data, improving client interactions.
• Compliance Management: Proactively detect and manage compliance risks with high-quality data.
• Data Security: Adheres to the highest level of data protection, ensuring client data remains secure.

Use Cases

• Financial Advisors: Spend more time with clients by reducing administrative burdens.
• Paraplanners: Resolve cases 2-4x faster, delivering an exceptional client experience.
• Compliance Directors: Manage compliance risks proactively with reliable data insights.

Pricing

Saturn AI offers custom pricing tailored to the specific needs of your financial advisory firm. Contact us for a detailed quote and to learn more about how our solutions can fit your budget.

Teams

Saturn AI supports firms of all sizes across the UK, with over 300 advisors leveraging our tools to enhance efficiency and service quality. Our compliance and data model, CoPlanner AI, ensures that your team can focus on what matters most—providing exceptional financial advice.

• 0.6% of UK regulated advice conversations are now processed through Saturn.
• 300+ advisors across the UK use Saturn to elevate their service.
• 550K+ minutes saved by advice firms using Saturn's data capture and efficiency tools.

Sign up for a demo and experience the future of financial planning efficiency.