Smart financial firms run on Oco AI.
Make every client worth twice as much.
Oco AI connects your insurance, lending, and legal practices to spot cross-practice opportunities and predict client needs before they ask. All your data stays secure and under, your control..
Get the power of ChatGPT-4 level AI, but running exclusively on your firm's private servers. Zero data sharing. Maximum performance.
AI Solutions Built on Trust
We provide intelligent tools designed for the high-stakes environment of legal practice.
Cross-Practice Opportunity Recognition
AI finds revenue opportunities across your firm's insurance, lending, and legal practices that individual departments miss.
Predictive Client Management
AI learns from client history to predict major life changes, so you can reach out before clients need to ask.
Smart Document Processing
AI reads documents from all your departments and connects the information to build more complete client profiles.
Your AI Layer forComplete Client Insights
We help small to medium financial services firms maximise every client relationship by connecting the dots between their different practices.
Oco AI was born from a simple observation: multi-practice financial firms were missing opportunities because their departments weren't talking to each other. Advisers were encouraged to cross-sell and maximise client value, but the tools and systems made it nearly impossible to see the full picture.
Transform Your Practice
Ready to see how ocoAI can revolutionize your firm's efficiency and security? Reach out to schedule a private consultation and demo.