Architecture

How Finaric works.

A proprietary intelligence layer that sits between your client interactions and your system of record.

Inputs

Multi-modal data ingestion

CRM Context
Audio Stream
Pre-Assessments
Advisor Notes

The Finaric Engine

  • Decision Pace Analysis
  • Risk Language Detection
  • B
    Bias Cues & Heuristics

Processing

Behavioral Finance Logic

Outputs

Client-Ready Artifacts

Executive BriefPDF / Doc
In-Meeting PromptsUI / Overlay
Follow-up EmailOutlook / Gmail
Client ProfileJSON / CRM
Zoom
SFDC
Teams

Workflow Fit

Direct Integration

Outputs Gallery

Download sample deliverables.

View

FAQ

Implementation and boundaries.

View

Ready to see the unseen?