Vega: your AI Associate Advisor

A new era has begun for financial advisors: stop manual entries, remember every detail, move faster.
In this introductory video, Vega Minds Co-Founder and CEO Alex Mathé-Cathala walks you through the origins of Vega, a versatile AI-powered assistant built specifically for financial advisors.
As a registered advisor himself, Alex needed a solution to streamline research, respond to emails faster, and accelerate his meeting workflows. To be truly effective in these areas, an assistant must deeply understand the advisor’s business, the client and prospect history, and the advisor’s unique style. In this video, Alex explains how Vega builds and maintains each advisor's personal Centralized Knowledge™.
With this Centralized Knowledge™, Vega transforms into a powerful chat-based assistant, an email assistant, and a meeting assistant-tailored specifically to financial advisors’ needs.
Today, Vega is the #1 email drafting assistant for advisors, writing over 3,000 emails every day.
Learn more at www.vegaminds.com.
0:00 Intro
0:31 Our story
1:15 Centralized Knowledge™
2:37 Chat assistant
4:08 Email assistant
6:25 Meeting assistant
8:00 Thank you