AI Implementation Consulting for Financial Advisors
Bridging the gap between cutting-edge AI and your practice. We are your Outcomes Coach and implementation partner.
About Fin-Tegration
Bridging the gap between potential and performance.
FIN-Tegration is an AI implementation consulting firm dedicated to bridging the gap between cutting-edge artificial intelligence tools (Microsoft Co-pilot, Chat GPT, Perplexity, Gemini) and the operational realities of independent financial advisory practices.
We are not just a knowledge provider, but an Outcomes Coach and implementation partner. We help growth-minded advisors who recognize the need for AI adoption but lack the specialized expertise to integrate tools compliantly and effectively.
Our Expertise
End-to-end, high-touch integration services guaranteed to deliver results.
AI Strategy & Adoption
Move beyond the foundational stages. We provide a clear use-case strategy and guide your AI adoption journey without needing a team of data scientists.
Capacity Unlocking
Unlock 25-30% more operational capacity within your practice. We convert wasted administrative time into profitable client acquisition.
High-Value ROI
Maximize your return on investment by ensuring costly software licenses don't sit unused. Focus on higher-value advisory hours and client impact.
Let's Connect
Ready to transform your business? Reach out today.