Apex Fintech Solutions unveils AI chatbot “AskApex” for internal efficiency

Rick Steves

Apex Fintech Solutions has launched AskApex, an AI-powered chatbot, to streamline internal processes and boost productivity.

Apex Fintech Solutions, a leader in digital wealth management technology, has introduced AskApex, a new AI-powered chatbot designed to enhance internal operations.

Integrated with Slack, AskApex is a part of Apex’s broader AI initiative aimed at driving innovation, efficiency, and responsible AI experimentation within the enterprise.

AskApex: An in-house AI assistant

AskApex serves as a digital assistant for Apex employees, providing quick and easy access to internal resources, policies, and documentation. The chatbot’s integration with Slack offers immediate accessibility to all staff members, simplifying the information retrieval process and reducing time spent on administrative tasks.

The development of AskApex reflects Apex’s commitment to adopting cutting-edge technologies. Andy Lientz, CTO at Apex, highlighted the company’s proactive approach to integrating AI across the enterprise. The chatbot is the first in a series of AI-driven tools and products that Apex plans to develop, demonstrating the firm’s dedication to innovation.

Bill Capuzzi, CEO of Apex, emphasized the collaborative effort behind AskApex, noting that it was created by Apex employees to address internal needs. The chatbot exemplifies how AI can enhance the workplace, particularly for new employees who require on-demand access to onboarding resources and documentation.

“Apex employees built it for Apex employees”

Andy Lientz, Chief Technology Officer at Apex Fintech Solutions, said: “Everyone is talking about AI but we wanted to do something about it. Apex has a culture of always being at the forefront of new technologies – so we empowered our people across the firm to identify how AI could be applied throughout the enterprise, from our own internal processes to tools and products that eventually our clients will be able to use. AskApex is the first outcome of this pursuit of constant innovation.”

Bill Capuzzi, CEO at Apex Fintech Solutions, added: “What’s amazing about AskApex is that Apex employees built it for Apex employees. We identified a need and solved it by harnessing the power of generative AI. For example, new employees are often given a wide array of information and resources as part of their onboarding process. Now, employees can go to AskApex to ask questions about something they might not remember from the onboarding process or quickly locate a form they need to fill in. This is just an example of how we believe AI is going to positively impact our team and our clients, by freeing up time, resources and energy to focus on creating value.”

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