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Your Charitable Planning AI Copilot and Companion
Frank™
Max™
Frank™ for Advisors strengthens the community advisor page on your website. A ‘lite’ version of Frank™ from the Gift Planner’s Workstation™ offering the same expert knowledge base, without login credentials required. Advisors can access Frank™ for Advisors while researching complex gift options and scenarios- each providing recommended instructions as well as backed by the current rulings and state/federal regulations.
Max™ is your website’s conversational expert AI companion who is there to assist your users in navigating the complexities of estate and charitable planning. Max™ offers tailored information, ensuring the user’s estate and charitable planning decisions align with their goals and values. Without compromising their privacy, Max™ will start the conversation by asking a few questions in order to provide the user more curated information that will be most helpful to them.
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