About

Enterprise AI Agents for Investment Management

Provide your customers with advisor-level support while reducing costs by 70%.

Custom-built for Investment Management

A better way to support & engage your investors

70% Cost Savings

Instant resolutions for 70% of queries. Reallocate existing agents for white-glove support to premium customers.

Constantly Learning

Plato continously learns from unresolved queries to automatically handle similar situations in the future.

Best-in-class Compliance

All responses are analyzed and rechecked for hallucination. Unresolved queries are auto-escalated to human agents.

Personalized Responses

No more canned messages. Plato can provide personalized responses to each investor based on their needs.
Work with Plato

Plato for enterprise

Custom-built solutions for customer delight

AI-Powered Insights

Leverage AI to turn noisy data into insights, uncover key themes, spot anomalies, and create custom analyses from customer conversations.

Seamless Integration

Seamlessly integrate with your existing tools and data sources. Plato works with internal APIs, Zendesk, Freshworks, and more...

Quick ROI

Complete onboarding and implemention in weeks, not months. Continuous learning and model improvements boost ROI over time.

On-Premise Hosting

Plato can be deployed locally on your servers, ensuring complete control over your data

Plato

Enterprise AI Agents for Investment Management