howtheF AI
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Overview
$25,000+
Min Project Size
2 - 9
Employees
2025
Year Founded
ABOUT HOWTHEF AI
Bespoke AI Implementation for Wealth Management Fi
HowTheF.ai is a consultancy that focuses on implementing AI solutions tailored specifically for US wealth management and registered investment advisory (RIA) firms. Financial advisors typically dedicate 60-80% of their time to tasks that do not involve direct client interaction. HowTheF.ai alleviates this challenge by providing custom AI agents, automating workflows, and implementing intelligent operational systems. Unlike standard AI tools, HowTheF.ai offers vendor-neutral solutions that are customized to fit each firm's current technology infrastructure. Their approach involves a 90-day process that includes identifying use cases, developing custom systems on the FluxOS platform, and training teams for independent operation. The firm specializes in servicing mid-market RIAs with assets under management between $500 million and $5 billion. HowTheF.ai seeks to bridge the implementation gap, as while 73% of advisory firms utilize some form of AI, only 6% have adopted agentic tools, and just 5% have achieved cross-system integration. Their key offerings include:
- Development of custom AI agents for CRM, compliance, and client operations
- Workflow automation that integrates disparate advisor technology
- AI-driven meeting intelligence and follow-up automation
- Automation of compliance documentation (RegBI, SEC reporting)
- AI strategy consulting and readiness evaluations.
Languages Spoken
English
HIGHLIGHTS
$25,000+
Min Project Size
2 - 9
Employees
2025
Year Founded
Services
Focus
Industries
Clients
Services Provided
25% AI Strategy & Roadmap Consulting
50% Custom AI Chatbot Development
25% Generative AI
About the Team
OUR STORY
WWF, a leading global conservation organization active in nearly 100 countries, collaborates closely with indigenous communities to promote environmental stewardship, including carbon credit initiatives. Recognizing that complex, jargon-filled materials and language barriers hindered community participation, WWF developed an innovative AI chatbot accessible via WhatsApp. This tool communicates in users' native languages, patiently adapting explanations and responding to questions to ensure genuine understanding. By bridging literacy gaps and providing culturally relevant guidance, the chatbot transformed how communities engage with carbon credit programs, resulting in over 1,000 members educated, a 90% comprehension rate, and tripled program enrollment. WWF’s approach respects and empowers these communities, facilitating informed consent and meaningful involvement in conservation efforts.
Projects & Clients
Project Size & Rate
Minimum Project Size
$25,000+