| Artificial Intelligence
AI-Driven Innovation Solutions
First Rate’s latest innovations, driven by AI, include several new on-demand reporting technology solutions, powerful data aggregation, and intelligent data insights.
• ArtIE, our AI-powered data aggregation solution, is able to consolidate data from any source, regardless of the complexity. It then delivers it to critical reporting, trust account, or portfolio management systems.
• Our AI-driven reporting solution uses intelligent algorithms to ensure reports are laid out optimally so users don’t have to worry about details such as line width or where to fit the legend.
• Using Natural Language Generation, our solution is able to interpret client data to create actionable narratives so advisors can spend less time preparing for meetings and more time engaging with their clients.