The Plan
The Business Case
Not Financial Advice
According to FINRA’s National Financial Capability Study of 2021, over half of investors under 35 use YouTube (56 percent), and 41 percent use Reddit.
You get what you pay for
Off-Zero Financial, LLC is a Limited Liability Company registered in Texas. It’s objective is to provide professional-grade investment advice for a reasonable fee and registered with the SEC.
Leveraging a domain specific generative AI platform, Investment Advisor Representatives can review proposed strategies with clients at scale.
The Technology Hypothesis
Generative AI can be used to streamline the process of onboarding new clients by automating the interview process to discover investment goals and risk tolerance.
New and innovative investment opportunities can be developed by applying Retrieval-augmented generation (RAG) onto a common Large Language Model (LLM) and synthesizing domain specific facts into the response.