Qdeck.ai

Big news from Qdeck.ai! ?? We’ve officially been awarded a patent for our unique method of generating responses to user queries with direct citations to primary sources. This is a huge milestone that sets Qdeck apart in the AI space—especially for industries where compliance and accuracy aren’t optional. Unlike other AI tools, Qdeck ensures that every response is backed by verifiable sources, making it a game-changer for financial services, legal, and other highly regulated sectors. This patent is just another step in our mission to build the most reliable AI-powered insights platform. #AI #Fintech #Qadvisor #Qdeck #QdeckAi #Finance #FinancialAdvisors

Every day, financial professionals are bombarded with headlines—some insightful, some misleading, and some outright noise. The challenge? Sifting through it all to find reliable, cited information that actually matters. That’s where Qdeck.ai comes in. Our AI-powered platform helps advisors and institutions cut through the clutter, providing news and insights only from trusted sources—so you can focus on what’s real, not just what’s trending. Because in finance, the right information isn’t just useful—it’s critical. How do you ensure the news you rely on is accurate? Let’s discuss. https://lnkd.in/gMC4xUAw Jagdeesh (Jag) Prakasam #fintech #financialadvisors #AI #duediligence #Qdeck

?? AI is transforming wealth management—are you ready? Our Chief Product Officer, Timothy Ireland, sat down with Info-Tech Research Group to explore how AI is driving efficiency, smarter decision-making, and seamless compliance in financial services. From automated insights to audit-ready workflows, this conversation is packed with valuable takeaways for anyone in wealth management. ??? Watch the full interview here: https://lnkd.in/gy6xm3xQ Huge thanks to Info-Tech Research Group for the great discussion!?#AI #Fintech #WealthManagement Jagdeesh (Jag) Prakasam

?? Christopher Englebert's The Englebert Angle: Market & Strategy Update March 2025 ?? Watch here: https://lnkd.in/gU_BhD8H

? Qadvisor's Question of the Week: What is the current sentiment and forecast for interest rates and inflation in the US? Read the full response here: https://lnkd.in/gWSAQKEn Have any questions you'd like to ask? Let us know in the comments!

? Qadvisor's Question of the Week: Draft a letter to my clients on how to choose between a 401(k), IRA, and other retirement accounts. Read the full response here: https://lnkd.in/g6Befmkv Have any questions you'd like to ask? Let us know in the comments!

The Qdeck.ai and Moxo teams are excited to collaborate with Keebeck Wealth Management in turning their vision into reality—using AI to provide highly personalized services to clients at scale. We help wealth advisors create innovative AI-driven solutions that empower advisors to deliver better results for their clients. If you're a wealth management firm looking to explore how AI can transform different areas of your business, feel free to reach out to us at [email protected]. https://lnkd.in/ejaUewZN Maani Kadir Rishi Narain Erika Oviedo Jinendra Jain

We’re pleased to announce the rollout of askKeebsAi this week! This ai-powered client-facing bot is designed to provide real-time market news, insights, and commentary, helping you stay informed with timely and relevant information. Here’s a brief tutorial on how it works. Future enhancements will include live broadcasting, ai-driven quarterly review insights, and workflow automation. Our goal at Keebeck is to make intelligence accessible and transparent. Our relationship with Moxo and Qdeck.ai makes this evolution possible. With the greatest wealth transfer about to occur, we are convinced that the way the next generation invests will not only be different but will demand a more adaptable model. Keebeck is committed to that change. #stepforward

More to come! Keebeck x Qdeck!