Fynancial Launches Fyn: Agentic AI Assistant to Revolutionize Financial Advisor Workflows with Compliance and Security at the Core

BOCA RATON, Fla.--(BUSINESS WIRE)--Fynancial, a pioneering mobile-first SaaS platform dedicated to enhancing the wealth management experience, has officially launched "Fyn," a groundbreaking agentic AI assistant tailored specifically for financial advisors. Fyn is designed to streamline daily workflows by integrating firm data, client activity, and various platform integrations into a single, intelligent command center. This allows advisors to use natural language prompts to request summaries of meetings, uncover client-specific opportunities, draft messages, prioritize tasks, and communicate effectively. "Fyn aims to eliminate the time-consuming toggling between apps, extensive searches, and cumbersome task lists that often hinder advisors' efficiency," explained Tom Fields, CEO of Fynancial. "We didn't just create AI for the sake of it. Fyn is intricately linked with the advisor’s existing tech stack and workflows, ensuring it remains context-aware, compliant, and action-oriented." Fyn operates seamlessly across customer relationship management (CRM) systems, financial planning tools, custodians, and proprietary data feeds, providing real-time insights and execution support. Its secure architecture, which complies with SOC 2 standards, ensures that it is well-suited for the highly regulated financial services sector. Fyn serves as a comprehensive AI-powered command center, granting users immediate access to CRM, portfolio, and reporting systems. It features always-on, action-taking agents capable of moving from insight to execution swiftly. Fynancial has rolled out Fyn to all of its enterprise customers and will be showcasing the technology with a live demonstration at the Wealth Management EDGE conference in Boca Raton, Florida, today. In another significant move, Fynancial has partnered with Artificial Intelligence Risk (AI Risk), a firm dedicated to AI governance, risk, compliance, and cybersecurity (GRCC). This collaboration guarantees that Fyn agents function within a robust safety framework that includes permissions-based access, hallucination filtering, thorough agent testing, and role-based controls over sensitive data. "By integrating GRCC into the platform, Fynancial is setting a new standard for secure and compliant AI in financial services," said Alec Crawford, founder and CEO of AI Risk. "We are honored to work with a company that is not only innovative but also deeply committed to trust and accountability." About Fynancial Fynancial is a cutting-edge digital experience platform that revolutionizes how financial advisors interact with their clients. The platform is fully white-labeled and integrates seamlessly with an RIA’s existing technology, enabling secure messaging, real-time meeting scheduling, document sharing, and personalized push notifications through a custom-branded app. By centralizing communication and connecting with leading platforms like Orion, Tamarac, Addepar, and Black Diamond, Fynancial helps advisors build trust, generate referrals, and modernize their client service approach. About Artificial Intelligence Risk Artificial Intelligence Risk (AI Risk, Inc.) is the leader in AI governance, risk, compliance, and cybersecurity (AI GRCC) software. Established in 2023 by Alec Crawford, Frank Fitzgerald, and Joe McMann, AI Risk boasts a team with extensive expertise in artificial intelligence, financial services, risk management, and compliance. The company specializes in rapid private cloud deployment (within one hour) and stringent data confidentiality measures, ensuring secure and regulatory-compliant use of AI technologies for high-risk organizations worldwide. For more information, visit aicrisk.com.