PureFacts Financial Solutions
PureFacts is a company that offers smart technology solutions for managing money in the wealth and asset management industry. The AI tools they provide help companies to bring in and welcome new clients, handle fees and billing, deal with commissions, manage how well the team is doing, and use information to make their business grow.
Some of the specific AI tools offered by PureFacts include:
- Client Onboarding Assistant:This tool helps companies automate the process of bringing on new clients. It makes sure that all the important information is gathered and handled accurately.
- Fee Calculation and Billing Engine: This tool helps companies accurately and efficiently calculate and bill fees. It reduces the chance of mistakes.This tool helps companies accurately and efficiently calculate and bill fees. It reduces the chance of mistakes.
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- Fee Calculation and Billing Engine: This tool helps firms to calculate and bill fees accurately and efficiently, reducing the risk of errors.
- Commission Management System: PureFacts offers different types of dashboards and reports that help companies see their data in a clear way and find patterns and useful information..
- Incentive Compensation and Performance Management Software: This tool helps companies keep track of and manage how well their sales team is doing. It gives helpful information on how to make improvements and get better results.
- Dashboards and Reports:PureFacts offers different types of dashboards and reports that help companies see their data in a visual way and find patterns and important information.
- Increased efficiency: Artificial intelligence (AI) has the ability to automate various manual tasks related to revenue management. This allows employees to have more time to concentrate on other important tasks..
- Improved accuracy:AI can assist in finding and fixing mistakes in data input and calculations, making revenue management more accurate.
- Enhanced insights:AI can help analyze data and find patterns and information that would be difficult to find by hand.
- Reduced risk:AI can assist in recognizing and lessening risks, like fraud and mistakes.
- Improved compliance:AI can assist companies in following rules, like those related to preventing money laundering and verifying customer identities (KYC). AI can help firms to comply with regulations, such as those governing anti-money laundering and Know Your Customer (KYC).
