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Make financial advice accessible to everyone

Our LiLa technology allows you to integrate an AI financial coach into your customer relationship.

Security and Compliance

Maintain complete control to ensure all conversations comply with essential regulations for your business while staying safe and secure. Our agents test and monitor the bot to ensure every interaction with your customers is compliant.

Personalization at every stage of your CX

We adapt your bot so that it is present and customizable at each key point of your customer experience.

Integrable with your CRM and platform

Maintain complete control to ensure all conversations comply with regulations essential to your business while staying safe.

Supervision at your fingertips

Our customizable console gives you the tools to stay in control, monitor key metrics, and drive what matters most.

Acquiring new customers

Our robot engages visitors from their first visit:

  • Simple and personalized interaction.

  • Adapted recommendations.

  • Automatic integration of leads into CRM.

Result :
Better conversion rate and lower acquisition cost.

Test LiLa Lite

Simple onboarding with goal-based coaching

  • Personalized coaching: LiLa helps savers define their goals (home, retirement, projects).

Goal-Based Approach: Depending on your goals, LiLa recommends suitable savings solutions.

LiLa the first AI financial advisor

The future of advice is in your hands

LiLa is an assistant that makes personalized financial advice accessible to everyone.

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Available 24/7

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Answers all the questions

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Decision support

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Encourages subscription

Conversation between Lucas, a young saver, and LiLa, the first AI financial advisor

For a sustainable and effective client relationship
Your clients will never be alone

Benefits for your clients

Instant and continuous support

Instant and continuous support

Personality-tailored advice

Advice tailored to their personality, needs, and projects

Informed and effective investments

Informed and effective investments

Better understanding of financial issues

A better understanding of financial issues

Benefits for you

Annual income x8

Annual revenue multiplied by 8

Cost of advice divided by 6

Advisory costs reduced by 6

Reducing the workload of your advisors

Reduction in your advisors' workload

Boosting your digital channels

Boost your digital channels

Position yourself as a trusted financial partner

Position yourself as a trusted financial partner

Cutting-edge technology tailored to your needs

Multi-agent system

Our unique technology integrates multiple artificial intelligences to provide our assistant with analytical and emotional intelligence. It connects various databases to engage in contextual conversations, answer all questions from savers, and guide them towards a savings strategy tailored to their financial situation, personality, and goals.

Personality modeling

The assistant is powered by our proprietary database and behavioral science models, including prospect theory, to understand the attitudes, motivations, and needs of your clients.

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method

Our assistant draws its strength from our exclusive coaching and communication method, enabling it to fully understand the flow of conversation, guide, and motivate effectively.

Integrate LiLa into your customer journey

1

Customize the assistant to reflect your identity;

2

Integrate the assistant into your application.

3

Your clients ask your assistant questions related to their financial concerns.

4

Your clients ask questions, and LiLa guides them.

Our solutions are 100% integrable via various APIs

We offer tailored support, from understanding your business needs and software solutions used by your teams to integrating our solutions seamlessly.

Banking application

Aggregator

Robot advisor

CRM

Website

Testimonial from Daniel Guillemette, President of Diversico Finances Humaines

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