Benchmark and scale real behavioral change & link it directly to ROI
Research consistently shows that the most valuable currency in wealth and finance management isn’t information - it’s trust.
Client loyalty isn’t earned by performance alone, but by how understood and confident they feel in their advisor’s guidance.
With Ovida’s AI-guided role play and behavioral feedback, advisors can see how they communicate, strengthen trust-building skills, and refine their approach before every client conversation.
Why genuine connection is the most valuable asset in wealth & financial advisory
Portfolios grow and markets change, but the foundation of every successful advisory relationship is human connection. Clients choose advisors who listen with intent, communicate with clarity, and make them feel seen and secure - not just informed. Genuine connection is the asset that compounds over time.
Higher advisor performance and ROI
Increased assets under management (AUM)
Stronger referral growth and NPS
Reduced client attrition
The next frontier in finance is emotional intelligence
Across the industry, research is clear: technical expertise is no longer enough. As automation reshapes analysis and planning, what sets top advisors apart is how they connect - their ability to listen, interpret emotion, and communicate with clarity under pressure.
We build custom AI Skills Agents that mirror each organization’s unique communication DNA - analyzing real advisor–client interactions with emotional precision and ethical context. These agents create a safe space for advisors to role-play and practice real scenarios, refining the skills that play a role. By distinguishing empathy from efficiency and presence from performance, Ovida benchmarks and scales measurable behavioral change - linking communication quality directly to ROI.
The principle behind the Ovida AI Skills Mentor
STEP 1
Focus on one skill at a time
Based on real advisor-client conversations, Ovida pinpoints the one communication behavior that makes the biggest difference - because, just like great athletes, advisors who master one discipline often elevate every part of their performance.
STEP 2
Role-play and discuss with personalised AI agent
The AI Skills Agent becomes a reflective partner -analyzing tone, recognizing patterns and decision moments, exploring key moments in dialogue, and guiding advisors through realistic role-plays that mirror the complexity of real client interactions.
STEP 3
Apply and measure real-world change
When advisors apply their refined skills in client meetings, Ovida links measurable behavioral change to ROI - showing how trust, empathy, and confidence translate into retention, referrals, and sustainable growth.
Customized, human-level transactional feedback
Built on a foundation of trust.
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At Ovida, privacy isn’t an afterthought or a checkbox - it’s embedded into every layer of our platform. We design with intention, ensuring that every workflow and model protects your clinicians, your patients, and the integrity of your organization. From design to deployment, data protection is not something we add - it’s something we build on.
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Recordings, analytics, and performance insights never leave your secure domain. You maintain full ownership, access, and control at all times, ensuring that sensitive clinical or coaching information remains protected and compliant with institutional and regulatory standards.
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Ovida never uses your data to train public or external AI models. Our AI models are pre-trained on secure, ethically sourced datasets and are designed to deliver high-quality feedback without relying on your organization’s data for model training. Your conversations, recordings, and insights are yours - exclusively. We believe trust is earned through restraint, not reach.
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Security is built into Ovida’s DNA. We adhere to the world’s most rigorous privacy and security frameworks, including GDPR, and operate within a Zero-Trust architecture that assumes no implicit access and enforces protection at every layer. This means every user, system, and service must earn trust through verified identity, least-privilege access, and continuous monitoring. Combined with end-to-end encryption and enterprise-grade infrastructure, this architecture ensures that data protection is proactive, not reactive - safeguarding your organization’s integrity at every moment.