AI financial intelligence,
refined.

AuxoAI gives your members a proactive AI financial advisor, under your brand. Deeper relationships. Higher retention. Delivered at institutional quality.

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100%
White-label, your brand
AES-256
Encryption standard
On-premise
Local deployment available
Open API
Core banking integration
Platform

What your institution gains

AuxoAI adds an AI intelligence layer between your core banking data and your members. The result: proactive financial guidance for clients, and AI-prepared briefings for advisors.

Member AI Advisor
Each member gets a proactive financial advisor that analyses their transactions, forecasts cashflow, and surfaces actionable insights. Delivered under your brand.
Advisor Briefings
Relationship managers receive AI-prepared client summaries before every meeting. Portfolio alerts, cross-sell signals, and retention risk flags.
Data Sovereignty
On-premise deployment available. Data stays within the environment your institution controls. AI model selection is client-driven: local, regional, or cloud.
CRM Integration
Designed to feed your existing advisor tools, not replace them. Client questions and AI insights flow into your CRM, enabling better follow-up.
Financial Health Scoring
Every member gets a health score based on savings rate, debt ratio, emergency reserves, and spending patterns. Advisors see aggregated risk at the portfolio level.
Cashflow Forecasting
Predictive models that anticipate tight periods and surplus windows. Members and advisors both see what is coming, not just what has happened.
Architecture

Your brand. Our intelligence. Their loyalty.

AuxoAI sits between your core banking system and your members, adding an intelligence layer that makes your institution indispensable.

Your Institution
Bank, Credit Union, Caisse Populaire
↓
AuxoAI Intelligence Layer
AI Insights, Cashflow Forecasting, Advisor Tools, Conversational AI
↓
Your Members
Client Portal, Advisor Portal, Mobile App
Data stays in your environment
AI model: client-selected
BYOK supported
Integration

Connected to your data. Powered by your choice of AI.

AuxoAI connects to your institution's data through industry-standard banking APIs, processes it through the AI model you select, and delivers intelligent insights to your members and advisors.

Data Sources
Banking APIs
Swiss Open Banking (bLink) Plaid (North America) PSD2 / Open Banking (Europe) Custom API / data export
→
Intelligence Layer
AuxoAI
Transaction analysis Cashflow forecasting Financial health scoring Advisor briefing engine
→
AI Models
Your Choice
Claude (Anthropic) GPT-4o (OpenAI) LLaMA (local hosting) BYOK: bring your own key
→
Output
Intelligent Insights
Member AI advisor Advisor briefings CRM integration Risk and retention flags

Your institution controls the data pipeline end to end. No data leaves your environment unless you choose a cloud-hosted AI model, and even then, all queries are anonymised at the analysis layer. For institutions with strict data residency requirements, local AI hosting is fully supported.

How We Work

We build it together.

Every deployment is scoped, prototyped, and built around your specific member context, data environment, and compliance requirements.

01
Discovery
Interviews with advisors and clients. Understanding your data environment, CRM, and compliance constraints.
02
Prototype
A working prototype connected to your real data environment. Tested with a small group of advisors.
03
Pilot
Limited deployment with selected members. Measurement of engagement, advisor adoption, and retention impact.
04
Deploy
Full rollout across your member base. Ongoing optimisation based on real usage data and advisor feedback.
Conversational Intelligence

A conversation, not a dashboard.

Members and advisors interact with financial data through natural language. The AI understands context, anticipates needs, and prepares actionable recommendations.

AuxoAI Advisor I have reviewed the portfolio. Three recurring charges show zero usage over the past 90 days, totalling CHF 189/month. Additionally, the emergency fund is at 78% of target. Shall I prepare a summary for your next client meeting?
Yes, prepare the brief for our 2pm meeting.
AuxoAI Advisor Done. The brief covers: recurring charge optimisation (CHF 2,268/year potential savings), emergency fund gap analysis, and three investment rebalancing opportunities. I have flagged a retention risk on this account based on declining engagement. The brief is available in your CRM under client notes.

Your members deserve more
than statements.

We work with a small number of institutions at a time. Each deployment is scoped, prototyped, and built around your specific context. It starts with a conversation.

Book a Discovery Call →