- #1 AI Ecosystem For Finance
Safe A.I Automation & Customization
For Inclusive Financial Services
Our products & services leverage patented tech & A.I
to enhance financial expertise, work & transactions.
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Safe A.I Automation & Customization
- WHAT WE DO & WHY
Digitization Is Changing Finance
Digitization is an unstoppable global trend that requires financial organizations, professionals and customers to adapt or be left behind. For example, they must consider:
- New asset classes like cryptocurrency require changes in risk management.
- Exponentially more data needs to be processed and analyzed for good decision-making.
- Advanced digital experiences for financial teams and customers are increasingly important.
However, the vast majority of organizations fail at in-house digital transformation and most individuals are not able to optimally leverage modern technology. Finvar is dedicated to supporting financial empowerment and inclusion by helping organizations and individuals better leverage A.I.
We Help You Tap Into Industry Growth Trends
“As an independent financial advisor, I found Finvar's solution to be a cost effective and cutting-edge digital experience for my clients. I particularly liked the ability to private-label their platform and customize it to suit my needs. It certainly saved me a lot of money and time building a digital platform.”
Michael
Wealth Manager & CEO
"10 % of tasks in the financial services workforce could be automated by 2025, while 48% could be augmented with technology. Cost savings & productivity gains could deliver up to $140 billion of cumulative value for the North American financial services industry..."
"More than $15 trillion in wealth will transfer from older to younger generations by 2030. 42% of younger generations state that digital apps, channels & platforms are the most important criteria when selecting investment providers."
"Digitization has become an imperative for banks. Successful digital transformation can lead to better business outcomes, including higher account balances, lower cost-to-income ratios, increased customer acquisition & retention..."
Product Highlight
Generate More Financial Value From Data With Capnote
Capnote is a modern operating system for financial data management. It was created by Finvar to help organizations and individuals process and monetize data. It uses patented technology to automate financial data workflows including the generation of personalized insights for finance & investing.
Users of Capnote can expect to significantly increase productivity, reduce costs, bridge gaps in expertise, improve risk management and deepen customer engagement. The platform is even available on a private-label basis and can be customized to achieve specific objectives.