Your next generation
Redefine how you manage your investment committee with the first end to end best practices workflow solution with built-in domain expertise. Fiduciary.ai gives you an automated roadmap to manage and implement your fiduciary process using artificial intelligence with content and processes developed by fiduciary experts.
FEATURES AND BENEFITS
Spend more time focusing on your committee’s mission, goals, and better investment outcomes. Eliminate time consuming administration while staying on track with evolving fiduciary obligations.
COMPREHENSIVE AGENDA AND MEETING
Customize scheduled agenda items and easily integrate presentations and resolutions into standard PDF meeting materials
INTELLIGENT MEETING MANAGEMENT, FEATURING WATSONTM
Automated meeting room managed by WatsonTM and driven by expert questions for each agenda item
WHO CAN BENEFIT FROM FIDUCIARY.AI
Investment committees can benefit today from a high productivity application in a sophisticated, best practices format created by fiduciary domain experts covering:
Corporate Pension Plans
Public Pension Plans
Endowments & Foundations
Health Care Organizations
Fiduciaries face increased litigation, with headline risk and harsh regulatory consequences on the rise.
Fiduciary.ai provides an immediate solution leveraging leading edge technologies to help mitigate these risks and to smooth the everyday responsibilities of staff and oversight committees. Fiduciary.ai:
Leverages the latest technologies, including artificial intelligence, to provide a streamlined process
and free up valuable resources
Integrates the expertise of seasoned fiduciary experts into your everyday work
Provides a consistent and documented fiduciary process to assist with compliance
Provides the highest level of data security including HIPAA compliance