Nexus AI – Microsoft AI for Financial Advisers

Changing the working day of Financial Advisers with one Microsoft AI solution.

See what you are missing! Can you afford NOT to watch this preview of Nexus AI?

NEXUS AI is a versatile service that can be customised to suit various needs. If you’re exploring AI for your practice, and would like assistance or simply want to discuss AI, register your interest. Our AI – FS Technical consultant will reach out to schedule a complimentary one-hour consultation.

Is Nexus AI a full package or can we have modules?

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 offering with NEXUS AI, Microsoft Licensing, Support and Cyber Essentials Certification. With Nexus AI, we want to ensure your entire I.T systems are working correctly and fully secure, it is therefore easier for us to manage your entire Microsoft 365 Services and Support.

Where is the data stored and processed?

With AI and all cloud services, knowing where your company data is held and processed is a key factor when utilising a cloud service, and 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

Are you Cyber Essentials Certified?

We have been providing Cyber Essentials Certification for over 5 years to Financial Advisers. Our streamlined process ensures financial adviser firms 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.