Yieldy offers a Gen AI SaaS (Generative AI Software as a Service) platform specifically designed to stimulate client engagement and enhance personalization in wealth management. Its primary goal is to help wealth managers and financial advisors attract and retain clients by leveraging AI-driven insights and personalized interaction.

Yieldy uses dynamic Generative AI to engage prospects and clients through non-financial questions inspired by the theories of behavioral finance. This approach allows the platform to move beyond traditional data points, instantly access a deeper understanding of the client, and create rich, AI-driven profiles. These detailed profiles then power the delivery of highly personalized financial advice and the proposal of customized investment strategies based on proprietary financial engineering models, ensuring the recommendations align perfectly with each client's specific goals.

Yieldy's solution is specifically designed for wealth management professionals, including financial institutions, private banks, and independent financial advisors. It targets those looking to modernize their client acquisition and retention processes by using advanced AI and behavioral science to deliver high-impact, personalized financial guidance.

The primary outcomes for firms using Yieldy include stimulating client engagement to attract new prospects and foster lasting relationships; achieving a fine and precise understanding of client needs and motivations to inform advice; and improving efficiency by using AI to generate and propose customized investment strategies perfectly aligned with individual client objectives. Ultimately, it aims to drive higher client satisfaction and retention.

Yieldy is a French company. It is registered with ORIAS as a financial investment advisor. Yieldy is a member of ANACOFI, an association regulated by the AMF.

We strictly comply with the European Union's General Data Protection Regulation (GDPR). This means that we collect, store, and process personal information in accordance with the principles and requirements of the GDPR. We are committed to protecting the confidentiality and security of personal data, and we never share it with third parties without explicit consent, unless required to do so by law.

You can contact Yieldy through the contact information provided on our website. We offer support for any questions or inquiries you may have about our services, platform, or partnership opportunities. Feel free to reach out to us via email, and we will respond promptly to assist you.