Matt Brown, CAIS

CAIS launches artificial intelligence learning platform for alternative investments


CAIS, a technology platform connecting financial advisers with alternative investments, has launched CAIS IQ, a learning system designed to help financial advisers master alternative investments.

CAIS IQ reduces the alternative investment learning curve by combining expert content with predictive algorithms that adapt to how each individual adviser learns best.

According to a Preqin report, 84 per cent of investors plan to increase their allocation to alternative investments in the coming years, while a remarkable 67 per cent of financial advisers say they want to deepen their understanding of these strategies prior to implementing them.

“Right now, education is the biggest barrier preventing financial advisers from utilising alternative investments,” says Matt Brown, CAIS Founder and CEO. “Advisers don’t need more white-papers and PowerPoints but rather an effective, easy-to-use content delivery system. CAIS IQ is a personalised learning system, powered by artificial intelligence, designed to help financial advisers everywhere learn faster and remember longer.”

CAIS IQ courses are created with curated independent expert content to help advisers master key information about asset classes, product providers, and specific funds and products.

Accessible via desktop and mobile, CAIS IQ is designed for maximum flexibility to accommodate the busy schedule of financial advisers. Both the Investment and Wealth Institute (IWI) and the Certified Financial Planner (CFP) Board offer continuing education credit through CAIS IQ.

“Equipping our financial advisers with the best tools and resources is a top priority,” says Deron McCoy, Chief Investment Officer of Signature Estate & Investment advisers (SEIA). “At SEIA, a higher level of complexity requires a higher level of experience. CAIS IQ is a powerful learning system, empowering our advisers to solve the unique needs of our clients because it is intuitive and, quite simply, it just works.”

CAIS IQ is powered by an adaptive learning platform called Cerego, which uses artificial intelligence and machine learning to scale proven cognitive science and empowers humans to learn faster and remember longer. For each individual adviser, the platform measures the rate of information absorption and knowledge decay, simultaneously calculating the precise moment to review in order to achieve maximum retention. Across multiple studies, users have seen dramatic increases in learning paired with up to 50 per cent savings in time spent compared to traditional learning methods.

Today, Cerego is used by nearly 2,000 organisations around the world including Target, Rockwell Automation, Copa Airlines, the US Army, and Arizona State University.

Learners can expect to interact with multiple types of content, including visual, written, and audio. The system is designed to educate learners in a memorable way, with systematic check-ins and content releases with a philosophy based approach of “little and often”. This makes learning both more efficient and effective by providing a granular, real-time measurement of learning progress for each unique learner.

Andrew Smith Lewis, the co-founder of Cerego, recently joined CAIS as Chief Innovation Officer to build CAIS IQ and ensure that a commitment to cutting-edge, adaptive learning continues to drive innovation efforts at the company. Smith Lewis, a learning science and artificial intelligence expert, has dedicated his career to unlocking human potential and empowering people by optimising the way they learn.

“We’re not just making smarter technology, we’re making people smarter through technology,” says Andrew Smith Lewis, Chief Innovation Officer of CAIS. “At CAIS, we always will be on the side of the financial adviser. That’s why we’re moving beyond outdated educational methods like whitepapers, and content libraries by using artificial intelligence to make learning easy for financial advisers everywhere.”

The first truly open marketplace for alternative investments, CAIS offers financial advisers unprecedented access to a curated menu of top-tier hedge funds, private markets funds, and real estate funds in addition to a variety of capital markets offerings. CAIS complements its fund offerings with independent due diligence provided by Mercer.

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