NEW:
Faybl is introducing it’s Autonomous General Agent
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More Time For What Matters
Faybl cuts the time spent on Financial Planning tasks by over 90% - freeing up time for what truly matters - happy, effective client conversations.
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Financial industry recognition
Why Faybl
Faybl is the AI General Agent purpose built for Wealth Managers
From Client Shoebox to Advice in minutes not days
Faybl General Agent works with legacy platforms, email and CRMs, and is tailored to your business’ needs, cutting time spent on repetitive tasks by over 90% getting to outcomes faster
AI-enhanced Simplicity
More intuitive interactions, tailored to your firm and clients needs, streamline processes and simplifies workflows delivering a better client experience
Scale Trusted Relationships
Faybl’s General Agent works proactively with wealth managers to provide proactive insights and engagement at scale. Deepen trusted relationships and make every client feel like your best client.
Case studies
Client success stories
Waterfall Way Associates
Coffs Harbour
We anticipate that our continued investment in Faybl will be truly transformative for our operations, driving significant improvements in efficiency, scalability, and innovation. This partnership will strengthen our ability to deliver exceptional value, responsiveness, and tailored solutions to our clients, ensuring we not only meet but consistently exceed their expectations.
Andrew Rowan Wealth Management
Ballarat
With the integration of automation tools—ranging from dynamic agenda creation to rapid client reporting and seamless data entry—we’ve achieved a 95% reduction in administrative workload. This leap in efficiency has redefined how our teams operate, freeing them to focus on innovation, problem-solving, and delivering exceptional client outcomes.
Financial Advisory firm
West Perth
Seamless integration with XPlan has dramatically streamlined workflows by eliminating repetitive manual tasks. This automation has saved the team several hours of preparation time each week, resulting in efficiency gains of over 90% and enabling staff to focus more on client engagement and strategic planning rather than administrative work.
Take the next step in creating more time for what truly matters.
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