CAIS has introduced CAISey, an AI-powered assistant aimed at transforming financial advisors’ engagement with alternative investments. Integrated into the CAIS platform, CAISey allows advisors to rapidly discover, analyze, and compare funds, turning hours of research into minutes of valuable insights. According to CAIS Co-president Brad Walker, CAISey serves as a new interface for accessing vital information in the alternative investment space, enhancing advisors’ impact through data-driven insights. The tool features instant, conversational discovery, enabling users to ask specific questions and receive data-backed responses in seconds. Additionally, CAISey consolidates information from numerous fund documents, creating a centralized hub for analysis. Enhanced by CAIS IQ’s learning capabilities, it provides educational materials alongside fund data. CAIS’s CTO, Kan Kotecha, emphasizes that CAISey significantly reduces research time and streamlines workflows, ultimately delivering a faster, more intuitive experience that empowers advisors to better serve their clients.
Source link
