AI-powered family wealth. Under your brand.
AI-powered family wealth. Under your brand.
Let’s talk family wealth.
Help your team understand each family, explore their goals, and prepare for the next conversation. AI tools for credit unions, community banks and wealth advisers, with family context in one place.
From family context to the next step
Connect the context
Bring scattered bank-account context, research and family documents into one conversation.
Connect the context
Bring scattered bank-account context, research and family documents into one conversation.
Explore with AI
Use a choice of large language models to explore a family’s goals, priorities and progress.
Explore with AI
Use a choice of large language models to explore a family’s goals, priorities and progress.
Prepare the next step
Turn family context into AI-assisted review briefs and documents your team can check and use.
Prepare the next step
Turn family context into AI-assisted review briefs and documents your team can check and use.
Start with the whole family picture
A family’s financial picture is spread across accounts, documents and conversations. Bring that context together with Seb AI, so your team can explore their goals, ask better questions and see what needs attention.
Start with the whole family picture
A family’s financial picture is spread across accounts, documents and conversations. Bring that context together with Seb AI, so your team can explore their goals, ask better questions and see what needs attention.
Turn the conversation into useful work
Review preparation starts with scattered records, goals and research. Seb brings them into one AI workspace, with support for multiple large language models. We’re also building our own custom model for family wealth. Your team reviews the work and decides what happens next.
Explore the question
Ask about the family’s position, goals or priorities in a natural conversation.
Prepare the document
Bring the relevant context into a draft brief or document for the next meeting.
Keep your team in control
Review the detail, confirm what matters and decide which next steps to take.
Turn the conversation into useful work
Review preparation starts with scattered records, goals and research. Seb brings them into one AI workspace, with support for multiple large language models. We’re also building our own custom model for family wealth. Your team reviews the work and decides what happens next.
Explore the question
Ask about the family’s position, goals or priorities in a natural conversation.
Prepare the document
Bring the relevant context into a draft brief or document for the next meeting.
Keep your team in control
Review the detail, confirm what matters and decide which next steps to take.
One workspace for the family relationship
Understand each family
See family relationships, contributions and progress together, so important context is easier to find.
Understand each family
See family relationships, contributions and progress together, so important context is easier to find.
Prepare with AI
Use multiple language models and specialist agents to explore questions and draft work for review.
Prepare with AI
Use multiple language models and specialist agents to explore questions and draft work for review.
Explore their goals
Connect cards, saving and investing to what each family is working towards.
Explore their goals
Connect cards, saving and investing to what each family is working towards.
Support your team
Keep your institution’s brand and your team’s judgement at the heart of every family relationship.
Support your team
Keep your institution’s brand and your team’s judgement at the heart of every family relationship.
Your brand. Their family’s future.
Help families connect everyday spending with longer-term goals, through an experience that feels like your institution. Offer cards, investing and family wealth tools under your brand, with your team guiding the relationship.
Your brand. Their family’s future.
Help families connect everyday spending with longer-term goals, through an experience that feels like your institution. Offer cards, investing and family wealth tools under your brand, with your team guiding the relationship.
Built for the teams families trust
Credit unions
Give member-facing teams the context to help families plan for milestones and support the next generation.
Credit unions
Give member-facing teams the context to help families plan for milestones and support the next generation.
Community banks
Help relationship teams connect fragmented family information, explore goals with AI and prepare a more useful next conversation.
Community banks
Help relationship teams connect fragmented family information, explore goals with AI and prepare a more useful next conversation.
Wealth advisers
Bring family goals and financial context into AI-assisted review preparation, with the adviser guiding the next step.
Wealth advisers
Bring family goals and financial context into AI-assisted review preparation, with the adviser guiding the next step.