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

? 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!

? Qadvisor's Question of the Week: What is the current outlook of Tesla stock? Read the full response here: https://lnkd.in/gnRhqpib Have any questions you'd like to ask? Let us know in the comments!

?? Christopher Englebert's The Englebert Angle: Market & Strategy Update February 2025 ?? Watch here:

?? Check out this week's Qadvisor market update: February 7th, 2025. https://lnkd.in/ggpRp2HK ?? About Qadvisor: Qadvisor, a state-of-the-art AI tool and data ecosystem that delivers real-time, actionable insights through a chat interface.?Expedite research, create hyper-personalized communications, and gain market insights in seconds with auditable, cited results from global news sources, private data, CRMs, and more. #AI #Qadvisor #Qdeck #Fintech #Finance #CFP #FinancialAdvisor #Tech

How Financial Professionals Can Leverage AI for Greater Success The financial industry is evolving rapidly, and staying ahead means adopting the right tools. AI isn't just a buzzword—it's a game-changer for financial professionals who want to elevate their client service and decision-making. Here’s how Qdeck.ai can help: ?? Market Trend Analysis: Quickly identify patterns to make informed investment decisions. ??♂? Personalized Portfolios: Tailor recommendations based on client-specific goals and risk tolerance. ?? Proactive Client Engagement: Anticipate needs and provide timely insights to deepen relationships. We can help open up new opportunities to serve clients smarter and faster. Schedule a call to learn more: https://lnkd.in/gMC4xUAw #AI #Finance #WealthManagement #FinancialServices