The greatest threat to the retirement security of most older adults is not a stock market decline, inflation, or a recession.
It's their health.
WhealthChat is an AI-powered chatbot platform that helps families manage the financial risks of health events and costs…
…and enables financial professionals to conduct more successful client conversations about health, wealth, and retirement.
For Professionals, Clients, and Employees
WhealthChat’s AI-powered agents are designed for use by financial professionals in the workplace and for personal use by their clients and employees. Chatbots are licensed and managed by financial services firms.
Expert Insights and Award-Winning Content
WhealthChat is powered by a custom-trained AI model that leverages multi award-winning content developed by experts in financial planning, psychiatry, and healthcare.
Personalized, AI-Powered Coaching
WhealthChat delivers recommendations informed by clinical practitioners in the fields of cognitive and behavioral psychology and executive coaching.
Make It Your Own
WhealthChat can be fully white-labeled and its AI model customized and trained on company-specific research findings, marketing materials, and other compliance-approved content.
Interactive Tools for Actionable Planning
WhealthChat’s integrated toolkit features a clinically-based decision-making check-up, gamified conversation practice exercises, “what to do next” needs assessments, and more.