About Us
Advisor AI was built for financial advisors to provide real-time assistance during client meetings. Our product helps build trust and professionalism in client-advisor interactions by seamlessly providing suggestions while securely logging your conversations into our CRM. Level up your client interactions and try us now for free.
- Realtime AI assistance
- Conversation Transcription
- Easy to use user interface
step 1
Create a user account and open your meeting window in Google chrome web browser for Google meet, Teams or Zoom (We recommend Google Meet)
step 2
Create a new client profile by clicking the button at the top of the sidebar and enter the clients first and last name
step 3
Press the start button in the top right corner to make your client aware the meeting is being transcribed and stored in our CRM
step 4
Start chat session by clicking on client name and clicking on the meeting window and ensure audio is toggled on.
step 5
Start your meeting on Google Meet, Zoom or Microsoft Teams with Advisor AI assisting you and feeding you answers to client questions
Receive Real-Time AI Assistance from Advisor AI
Our Team
Alfred Williamson
Chief Executive Officer
Alfred Williamson is pursuing a double major in Physics and Government at Harvard College. He has served as Vice President of Club Alpbach London, the London branch of the European Forum Alpbach - an annual conference that brings together the likes of world leaders, CEOs, and Nobel laureates to address the most pressing issues of our time. He has spoken at events such as COP26, and he has won the International Space Settlement Design Competition at NASA as part of the UK national team. At Harvard, he is the Head of Growth and Strategy for the Harvard International Review. In his spare time, he enjoys hiking, travelling, and playing the piano.
Suleyman Emre Isik
Chief Technology Officer
Emre Isik is an Engineering student at the University of Cambridge, specialising in Machine Learning and Information Engineering. He is also a part-time researcher at the Cambridge AI Safety Hub, working on Compact Proofs approaches to automate software verification using LLMs. Previously, he conducted research on control systems at UCLA, with his work published at the Joint Mathematics Meetings (JMM) in the United States. His research has been used by Analog Devices to develop high-precision motion control algorithms. Emre has experience leading large technical teams and tackling research-grade challenges.
Usman Ali
Chief Financial Officer
Usman Ali is the founder of Advisor AI, a platform designed to assist financial advisors by utilizing artificial intelligence to streamline their workflow and improve client outcomes. Drawing from his personal experience as a financial advisor, Usman recognized a gap in the market and developed Advisor AI to address it. Alongside leading the company, he is deeply passionate about AI, regularly dedicating time to learning more about its potential applications. In his free time, Usman enjoys going to the gym and cherishes moments with his family. His dedication to his professional work reflects his drive to be the best at everything he does in life.
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Location
251 Little Falls Drive, Wilmington, New Castle County, Delaware 19808
Contact us
+18187911980