The fintech pits itself as a full-service offering with an AI-enabled chatbot. [Founder: ] “It’s a full, centralised portal.”
As well as investment services, the start-up also offers financial planning, banking services, loans, financial wellbeing tools, business advice for entrepreneurs and electronic document signing.
[Founders] … are betting on CWPW’s “hybrid” approach – of both AI and human interaction.
Every user has access to video support. “We’re in a consumer position… Our play isn’t purely technological.”
https://www.fintechfutures.com/2020/10/boutique-wealth-manager-cwpw-launches-in-uk/
