Elevate Your Coaching

Elevate your coaching with engagement, credibility, and monetization solutions. Stand out, build trust, and boost income effectively with our services.

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Available with 11 000+ financial institutions across the US

Why Aimfina ?

Maximize Engagement

Customize advice to engage your audience in their financial journey.

Expand Your Clientele

Employ Aimfina's AI for personalized recommendations, expanding reach without sacrificing quality.

Boost client loyalty

Aimfina's dashboard boosts client engagement, fostering stronger relationships.

Maximize Your Engagement with Personalised Financial Education

Enhance your audience's engagement with Aimfina's personalized financial education. Tailor your advice to their specific needs, transforming viewers into active financial journey participants.

ACCOUNT AGGREGATION

Financial Interactivity

Aimfina simplifies collaboration with interactive financial tools for goal-setting, tracking, and proactive finance decisions.

SHARED ACCESS

Collaborative Finance

Aimfina fosters deep audience connections through personalized advice, collaborative planning, and guidance

Automate Expertise, Broaden Your Client Baseon

Enhance client focus with AI-driven personalized recommendations, expanding your audience while providing tailored guidance without quality compromise.

CATEGORIZED SPENDINGS

Savings Assistant

Automate custom saving advice and follow-ups based on client goals, guiding them efficiently to success.

EXPLORE SCENARIOS

Retirement Assistant

Custom retirement tips and check-ins based on your clients’ personal situation and retirement goals.

Something else ?

Whether it’s for budgeting, investing, or any other financial area, Aimfina is ready to develop solutions that fit your advisory practice perfectly. Share your vision, and let's create the tools that will drive your clients to success.

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Boost Client Loyalty

Make personal finance engaging and user-friendly, boosting long-term client engagement and building stronger relationships through an intuitive interface.

DASHBOARD

Modern Dashboard

Including subscription overviews, categorised spendings, and personalised spending goals, in an intuitive interface.

AI INSIGHTS

AI-driven

Improve user satisfaction through accessible financial guidance to users of all literacy levels.

Customer testimonials

Aimfina has transformed how I manage money.
Highly recommended!

David Rodriguez

Financial Analyst, ABC Investments

Aimfina has transformed how I manage money.
Highly recommended!

David Rodriguez

Financial Analyst, ABC Investments

Aimfina has transformed how I manage money.
Highly recommended!

David Rodriguez

Financial Analyst, ABC Investments

Contact us

Questions? We're here to help! Whether it's about features or using the app effectively, we've got you covered. Reach out via email or the contact form below. Let's start your journey to financial empowerment and success together!

hello@aimfina.com

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