Changing the working day of Financial Advisers with Generative AI

Watch the preview NEXUS AI and register your interest below.

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NEXUS AI is suite of services designed for the Financial Adviser Practice, providing efficiencies into the workplace using generative AI. Built on Microsoft 365 technologies, start your AI journey incorporating services from a provider you already ustilise and secured with.

NEXUS AI is a modular service which can be implemented in various ways. We are continuously enhancing NEXUS with modules that will create efficiencies for Financial Advisers and their practice.

As NEXUS AI resides in your Microsoft 365 service, we look to provide a full complete service offering for NEXUS AI, Microsoft Licensing, Support and Cyber Essentials Certification. With Nexus AI, we want to ensure the entire service is working correctly and fully secure, it is therefore easier for us to manage your entire Microsoft 365 Services and Support.

With AI and all cloud services, knowing where your company data is held and processed is a key factor when utilising a cloud service, even more so with AI. NEXUS AI resides in your Microsoft 365 Service. All the data is stored and processed within your Microsoft 365 Tenant, right next to your OneDrive/ SharePoint Files. For further information, please refer to Microsoft’s official documentation.

https://learn.microsoft.com/en-us/legal/cognitive-services/openai/data-privacy?tabs=azure-portal

We are looking to get NEXUS AI approved by SJP. If you would like this service for your practice, register your interest and help NEXUS AI get SJP approved. As the data is stored and processed within your Microsoft 365 service, which is already approved by SJP, we are hoping this will be a straightforward approval process.

We have been providing Cyber Essentials Certification for over 5 years to Financial Advisers. Our streamlined process ensures SJP partners are certified with as little effort as possible. We act as your IT department, ensuring all services are secure continuously. The Cyber Essentials Certification simply certifies this. Feel free to ask any of our SJP Partner Clients, and we too are Cyber Essentials Certified!

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