For financial services companies.
ASSURED LOGIC
FINANCE MADE EASY
Revolutionising
customer communication
Our Mission is to transform how financial services companies communicate with their customers to increase engagement, improve customer returns and enhance cross sell opportunities.
Customer Portal
Personalised financial insights and AI assistance
Management Dashboard
Advanced analytics and customer segmentation
How it works
Dual-Platform Solution
Fingo AI combines customer-facing personalisation with powerful admin tools for marketing managers to create seamless financial communication experiences
AI-powered analysis of customer portfolios, preferences, and communication history to personalise interactions
Customer Portfolio
€2.4M AUM
Risk Profile
Conservative
Communication
Personalised
Engagement
High Activity
Create tailored financial explanations, portfolio updates, and recommendations based on individual customer profiles
Multi-channel delivery of personalised content with real-time tracking of engagement and customer satisfaction
Benefits & Use Cases
Transforming Financial Communication
We empower financial services companies to deliver personalised, AI-powered customer experiences that build trust and drive engagement
Personalised Insights
Deliver tailored financial advice and portfolio recommendations using AI-powered analytics
Real-time Updates
Keep customers informed with instant notifications about market changes and portfolio performance
Scalable Solutions
Grow your customer base while maintaining personalised service through automated communication
Financial Dashboard
Compliance Ready
Built-in regulatory compliance features ensure all communications meet financial industry standards
Secure Platform
Bank-grade security protects sensitive financial data and customer information
Smart Automation
Automate routine communications while maintaining the personal touch customers expect
Applications
Financial Services Applications
Transform complex financial information into clear, personalised communication that builds trust and engagement with your customers
Portfolio Management
Personalised portfolio explanations and performance updates that customers actually understand
Insurance Claims
Clear, step-by-step claim status updates with personalised explanations of coverage and next steps
Customer Onboarding
Tailored welcome sequences that explain products and services based on individual customer profiles
Regulatory Updates
Complex compliance changes translated into clear, actionable information for each customer segment
Investment Education
Personalised financial education content that adapts to customer knowledge level and interests
Risk Assessments
Clear explanations of risk profiles and recommendations tailored to individual customer situations
COMPLIANT DATA PROTECTION STANDARDS
Compliant data protection standards
Our platform adheres to strict financial services regulations and maintains enterprise-grade security with global data protection compliance.
Learn more
Get in Touch
Ready to transform your customer communication? Let's discuss how Assured Logic can help your financial services company.
Wayne O'Neill
Founder & CEO
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Ready to Transform Your
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ASSURED LOGICFingo AI: Personalising insurance and empowering marketing through dual-platform AI solutions for financial services.
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