Performance opens the door. Trust keeps it open.
From guiding through uncertainty to earning lifelong trust - Ovida helps financial advisors see how their words shape confidence, loyalty, and outcomes.
A new way to strengthen how advisors communicate, guided by an AI mentor that feels human.
This mentor never tires, never forgets, and never lets bias or mood get in the way - it helps advisors communicate with clarity, build trust, and grow stronger with every interaction.
In-app feedback tools
Role-play with AI
ICF-PCC markers
Transcript, audio and video
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AUM growth
Understand the insights that drive influence.
SKILLS PART.
Our machine learning engine, Ovid, pinpoints key ICF competencies effortlessly, offering markers - observable behaviours that indicate the presence of a particular competency, along with AI's reasoning behind each assessment. Within minutes of the meeting's conclusion, you’ll receive ICF-PCC markers, providing precise and unbiased evaluation.
Fast-track coaching mastery and cut costs by 20x
Competency detection powered by Ovid
Proposed examples include AI’s reasoning for marking it
ICF- PCC markers available instantly with >80% accuracy
Tailored visibility control for your mentees