Related Products
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About
Dimply has built a platform that enables financial institutions to build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalized experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world. A new-generation customer experience platform, designed specifically for financial services. We allow you to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Build and deploy customer experiences to engage, inform, and transact with your customers effortlessly. Bring your own data in real time to orchestrate the next experience for your customers. Deliver consistently perfect on-brand experiences dropped straight into your apps.
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About
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial companies searching for a solution to manage, optimize, and personalize customer experience
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Audience
Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDimply
Founded: 2020
Ireland
www.dimply.ai/
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Company InformationSofistic.AI
Founded: 2023
Canada
www.sofistic.ai/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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