Funds run on information. Most of it flows between investors, client service, distributors, and back office — and much of it are the same questions, just phrased differently.
That’s where the AI Knowledge Base comes in: it connects to your documents, processes, and data, and delivers clear, automated answers — tailored to who's asking, when, and why.
AI Knowledge Base: What can it do?
Answers typical questions like:
- What are the exit fees for Fund XY?
- Can I invest in this product as a German resident?
- How is the NAV calculated in case of bond revaluation?
Who benefits?
- Investors: Instant answers to frequently asked questions – no need to contact client service.
- Distributors: Accurate information on products, limits, and processes – 24/7.
- Your Team: No more asking “Where do I find that?” or “What applies here?” Just ask the system.
Why does it work?
Because it connects information across documents, rules, and data – and delivers answers that make sense to the specific user.
Can the AI Knowledge Base work for you too?
Let’s meet. We’ll show you how it works.
