Manage investments, clients and compliance from a single platform.
Financial CRM, automated reporting, compliance tracking and secure client communication.
The problem
These are the pains your industry faces every day
Manual reporting
Hours making reports in Excel. VIKI generates automatic real-time dashboards.
Complex compliance
Changing regulations and scattered documentation. VIKI centralizes and alerts.
Scattered communication
Multiple channels without unified history. Risk of losing critical information.
No adapted CRM
Generic CRMs that don't understand financial products or portfolios.
The VIKI
Modules designed for your industry
Financial CRM
Client pipeline with financial profiling and investment tracking.
Portfolio dashboard
Visualize client portfolios and performance in real time.
Automated reporting
Customized client reports generated with AI.
Client WhatsApp AI
Secure and automated communication with investors and clients.
Executive Board analysis
Three AIs analyze market, risks and investment opportunities.
Compliance tracking
Regulatory tracking, alerts and regulatory documentation.
All of this included
Features common to all industries
This is how your day works
Market dashboard updated
VIKI shows relevant movements and portfolio alerts.
Automatic compliance check
VIKI verifies all regulatory documentation is current.
Quarterly report generated
AI generates personalized report for each investor.
Executive Board analyzes risks
3 AIs evaluate risk exposure and diversification.
WhatsApp AI serves investors
An investor asks about returns; AI responds with real data.
Regulatory alerts sent
VIKI notifies regulatory changes affecting your clients.
Your real savings
Data sovereignty
Your financial data doesn't feed third-party algorithms. Servers in Spain, EU jurisdiction.
Smart Office for your industry
Transform your physical space with IoT devices connected to VIKI. Total control from the same platform where you manage your business.
Everything you need to manage your business with AI. 14 days free.
Start freeAutomatic compliance tracking saves us 20 hours weekly on manual verifications.
Start today with VIKI Business
Everything your industry needs in one single platform. No complications.
14 days free. No card. No commitment.