Linvo AG Integrates AI in Wealth Management Services

Zurich-based Linvo AG announced a strategic move to integrate artificial intelligence into its wealth management services. Through a fintech partnership, the firm aims to enhance client experiences by providing real-time portfolio information and immediate responses without paperwork delays. Both clients and advisors will benefit from faster, data-driven insights.

"This is how wealth management should work," stated Mr. Kogan, Linvo's Director. Mr. Pelekh, a member of the executive team, emphasized the seamless service experience, with immediate and precise responses available to clients' inquiries.

Linvo positions itself as a pioneer among Swiss wealth management firms by implementing full AI integration, enhancing both client-facing and advisory operations.