eMoney Advisor launches Voice Assistant for financial advisors

eMoney Advisor, a provider of scalable wealth management technology, has eMoney Voice Assistant, a solution for advisors utilizing conversational artificial intelligence (AI). Available now to all eMoney clients, the Voice Assistant helps in the search for client information and data. Advisors can navigate to areas of the platform in a few clicks in just one step using one voice command. 

The eMoney Voice Assistant provides automation along with a new access point within the eMoney platform. With voice commands, eMoney users access reports and other client data more quickly. 

“We all have devices that are face, voice and fingerprint-enabled. At eMoney, we believe that fintech should offer the same innovations,” said Jess Liberi, head of product at eMoney. “Our goal is to continually bring the finance world the tools necessary to make advisors more efficient and facilitate business growth.” 

eMoney partnered with Microsoft to infuse Microsoft Azure Cognitive Services, a collection of intelligent APIs allowing systems to see, hear, speak and understand people’s needs by using natural methods of communications, to develop its Voice Assistant. eMoney’s Voice Assistant uses Azure’s Bot Service, Language Understanding, Translator and Custom Speech Service. 

“We believe that conversational AI is going to be the next evolution of AI because it lets companies like eMoney expand their client interactions in a more natural way, not only with voice but also with natural language. This enables them to them serve their clients better and speed up process elements that would normally take more time,” said Lili Cheng, CVP of Microsoft Conversational AI. 

The eMoney Voice Assistant is available to all eMoney clients at no added cost. Advisors can activate the Voice Assistant by clicking the microphone button located in the search bar within the eMoney platform. The more the Voice Assistant is used, the smarter the system becomes over time, which results in an optimal user experience. In addition, new voice commands and functionality will be introduced in phases over the next six to 12 months.

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