Create a Smarter, Scalable Future for Financial Advice

FAYBL AI Assistant accelerates workflows by 90% for superior client service.

Waterfall Way Associates have dedicated significant time working with FAYBL and we are pleased to report a noticeable increase in productivity. We expect an ongoing investment in FAYBL to be transformative for our operation, enabling us to better serve our clients.

Waterfall Way Associates

— Coffs Harbour

Key features

FAYBL: The Go-To AI Assistant for Financial Planners

FAYBL is the one-stop AI solution for financial professionals, streamlining workflows and enhancing efficiency through smart automation and seamless integrations.

Copilot, Intelligent Assistance for Your Business

We enhance the experience by aligning the tool with your organization, client files, and workflows, delivering context-aware support that outperforms generic AI tools.

Simplify Implementation Across Clunky Legacy Tools

Streamline paperwork, compliance, and data entry while seamlessly integrating with legacy planning systems. Save time and reduce errors with Agentic automation.

Enhance Client Engagement with Smarter Reviews

Harness AI to navigate the unstructured and evolving nature of client relationships, transforming messy processes into meaningful, personalized experiences.

Faster, Better Research and Recommendations

Use AI to efficiently analyze client data, identify key insights, and develop comprehensive financial plans tailored to individual needs.

Enhance Client Meetings with AI-Powered Efficiency

Save time and boost productivity with automated note-taking, intelligent client profiling, and seamless post-meeting documentation.

Collaborative AI Tools for Client Self-Service

Empower clients to explore and address their financial questions independently, with AI tools that keep advisors involved for guidance and support.

Why us

Faybl provides efficient solutions to support your work

Email & CRM Integration

Supports MAPI & IMAP for seamless email compatibility and integrates with top CRM systems like HubSpot and Salesforce.

Secure Meeting Attendance

Available on iOS, Android, and web.Works seamlessly with Microsoft Teams, Google Meet, and Zoom.

Client Configurable AI Assistant

Aligns with your organization, client files, and workflows. Provides context-aware support that outperforms generic AI tools.

Dozens of Integrations

Seamless API & RPA access for enterprise systems, high-accuracy AI integrations, and end-to-end workflow automation.

Security Compliant

SOC 2 certified with secure, flexible cloud or on-prem deployment. No cross-client data sharing, ensuring strict confidentiality and data isolation.

Case Studies

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A Perth-based financial planner overcame time-intensive meeting prep, post-meeting documentation, and cumbersome CRM usage by  integrating FAYBL AI Assistant. Automated agenda creation, rapid client summaries, and streamlined data entry slashed administrative tasks by 95%. XPlan became more intuitive, minimizing duplicate data entry and improving client relationships through faster, more personalized service. Freed from tedious workflows, the planner focused on strategic advice and engagement. 

Financial Advisory firm – West Perth

A Victoria-based financial planner revolutionized their portfolio review process using FAYBL. Manual document analysis from emails and PDFs was replaced with automated data handling, while seamless XPlan integration reduced repetitive tasks. This led to faster, more accurate reviews, saving hours of preparation time each week—over 90%  efficiency gains. Streamlined workflows freed the planner to focus on strategic engagement, enhancing client service.

Andrew Rowan
Wealth Management - Ballarat

Take the next step in creating more time for what truly matters.

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