NAIO is an AI platform that automates up to 80% of the operational admin behind selling: compliance, reporting and CRM. Advisers spend their time with clients instead of paperwork.
The three things sales teams care about most, and the three that NAIO gives back.
Admin, reporting and checks run in the background. The adviser is where they should be, with the client.
The intelligent CRM watches the pipeline, suggests the next step and compares products for you.
Checks and reporting follow the rules automatically, 24/7. No stress over mistakes or deadlines.
Intelligent client relationship management: priorities, reminders and a recommended next step.
Automated compliance checks and reporting against the rules as they stand. Monitoring 24/7.
Comparison of financial products and support in choosing the one that suits the client best.
Tracking of team performance and continuous adviser training inside the platform.
The product is built by an experienced technology team under the leadership of NEXUS Ventures.
CEO & Product Visionary
CTO
Head of User Experience
Mobility & Fintech
Backend & Mobile Apps
Full-stack & Integrations
Would you like to be among the first? Get beta access at naio.cz, or write to us and we will give you a walkthrough tailored to your team.