The leading French blog on financial services innovation dedicates an article to Patrimind.
Patrice Bernard takes an in-depth look at our wealth management assistant: ingestion of heterogeneous document sources (identity papers, tax records, informal exchanges, PDFs, spreadsheets, emails), extraction of the relevant data, a consolidated client dashboard and chat-based questioning of the whole file. Above all he highlights our stance against hallucinations: every answer comes with a precise, verifiable reference to its origin, and every line of reasoning cites the legal texts it relies on. The article also covers end-to-end investment scenarios built on real data, and the automatic transfer of the information required for KYC and anti-fraud procedures.
AI serving financial advice: Intellectuality's bet in Dijon
La Gazette Bourgogne looks back at our Dijon-based venture and our legal knowledge base.
A joint portrait of Alexis Martinot, a wealth management advisor with nearly fifteen years in the field, and Olivier Cavadenti, who holds a PhD in artificial intelligence and researches data science. The article details one of our most structural projects: indexing the entirety of French law, across all domains, into a base that professionals can query — making it possible, for instance, to automatically identify which clients could benefit from a new tax scheme. It also covers our upcoming work on brokerage, insurance and protection products, as well as our first steps towards international markets.
Intellectuality: the AI set to reshape financial advice
Journal du Palais tells the story of Intellectuality, from the University of Burgundy to our Patrimind and Numexia agents.
Journal du Palais retraces our story: a friendship formed at the University of Burgundy, then the shared conviction that AI had to reach the accounting and finance professions. The article introduces our two flagship agents — Patrimind for wealth managers, Numexia for chartered accountants — and stresses our core position: AI is not meant to replace the professional but to augment them, with final responsibility for advice remaining with the human advisor. It closes on our financial education ambition: making advice accessible to those who currently have none.
We are proud and honoured to join the France FinTech community
It is with great pride and immense honour that we announce our membership of France FinTech, the association that brings together the French fintech ecosystem. This integration marks a major milestone in our development and demonstrates our commitment to transforming the financial sector through artificial intelligence.
Our intelligent financial analysis solution is now available
Numexia transforms financial analysis by automating complex tasks and providing instant insights. A revolution for accountants and financial directors.
Patrimind enters beta
Our augmented wealth management solution enters its testing phase
Patrimind uses AI to optimise wealth management. Initial feedback from advisors is extremely positive.
