Leuven, 28 September 2026. Leuven-based fintech InvestSuite, a technology company that develops digital investment solutions, is launching Charlie for Advice, the first AI agent for personal investment advice. This allows banks to support more customers without needing an expensive adviser for each one.

Louvain, le 28 septembre 2026. La fintech louvaniste InvestSuite, une entreprise technologique qui développe des solutions numériques d’investissement, lance Charlie for Advice, le premier agent d’IA pour le conseil personnalisé en investissement. Les banques peuvent ainsi accompagner davantage de clients, sans avoir besoin d’un conseiller coûteux pour chacun d’eux.

Leuven, 28 september 2026. De Leuvense fintech InvestSuite, een technologiebedrijf dat digitale beleggingsoplossingen ontwikkelt, lanceert Charlie for Advice, de eerste AI-agent voor persoonlijk beleggingsadvies. Zo kunnen banken meer klanten begeleiden, zonder dat voor elke klant een dure adviseur nodig is.

Adoption is outpacing trust, but it is exactly trust that banks want to preserve as they implement new technologies. Learn how automated portfolio management tools can help banks evolve together with their client relationships.

Automated investment reporting breaks down at scale due to fragmented custodian data, rigid personalization, and shifting regulation. Here is why, and how to fix it.

Launching a self-directed investing platform is easy for banks. Scaling it profitably is not, and the real bottleneck is support costs, not technology.