Our Vision
Unleashing Financial Empowerment
In January 2024, we launched Sérafin, Canada’s first AI-powered financial assistant, marking a milestone in our mission to make financial literacy accessible to everyone. Entirely free, Serafin quickly became a trusted resource, answering financial questions for users across Canada.
Following high demand from experts eager to bring this technology to their clients, we developed the WelcomeAI Toolkit—an advanced suite of marketing and client-centric tools designed to empower financial professionals and help clients feel secure in their financial relationships and knowledge.