NEW:
Faybl is introducing it’s Autonomous General Agent, for our Pro, Enterprise and select users.
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More Time For What Matters
Faybl AI Agent accelerates workflows by 90% for superior client service.
As Seen In
We expect an ongoing investment in Faybl to be transformative for our operation, enabling us to better serve our clients.
Waterfall Way Associates
— Coffs Harbour
Find out how we transform Waterfall Way Associates' operation. Schedule a demo today.
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Key features
Our Efficient Solutions To Support Your Work
Client Configurable AI Assistant
Aligns with your organization, client files, and workflows. Provides context-aware support that outperforms generic AI tools.
Dozens of Integrations
Seamless API & RPA access for enterprise systems, high-accuracy AI integrations, and end-to-end workflow automation.
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Email & CRM Integration
Supports MAPI & IMAP for seamless email compatibility and integrates with top CRM systems like HubSpot and Salesforce.
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Secure Meeting Attendance
Available on iOS, Android, and web.
Works seamlessly with Microsoft Teams, Google Meet, and Zoom.
Works seamlessly with Microsoft Teams, Google Meet, and Zoom.
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Security Compliant
SOC 2 certified with secure, flexible cloud or on-prem deployment. No cross-client data sharing, ensuring strict confidentiality and data isolation.
Why us
Faybl: The Go-To AI Agent for Financial Planners
AI-Enhanced Workflow Efficiency
Supercharge your legacy financial systems with an intelligent AI Agent that automates routine tasks, streamlines processes, and reclaims up to 85% of your team’s time.
Unified, Compliant “Client Shoebox”
Aggregate, organize, and safeguard client data into a single, compliant “living file” that evolves over years - giving advisors instant access to deep client knowledge.
Proactive Client Engagement
Move from reactive follow-ups to proactive outreach - anticipate client needs, automate timely recommendations, and deepen trusted relationships at scale.
Case studies
Real Results From
Real Advisors
Real Advisors
Advisor
Ballarat
A Victoria-based financial planner revolutionized their portfolio review process using Faybl. Manual document analysis from emails and PDFs was replaced with automated data handling, while seamless XPlan integration reduced repetitive tasks. This led to faster, more accurate reviews, saving hours of preparation time each week—over 90% efficiency gains. Streamlined workflows freed the planner to focus on strategic engagement, enhancing client service.
Advisor
West Perth
Financial Advisory firm
A Perth-based financial planner overcame time-intensive meeting prep, post-meeting documentation, and cumbersome CRM usage by integrating Faybl AI Assistant. Automated agenda creation, rapid client summaries, and streamlined data entry slashed administrative tasks by 95%. XPlan became more intuitive, minimizing duplicate data entry and improving client relationships through faster, more personalized service. Freed from tedious workflows, the planner focused on strategic advice and engagement.
Take the next step in creating more time for what truly matters.
Schedule Free Demo