Sales-first platform for financial consultants.
AI-powered. Compliance-ready.
Built for selling, not paperwork.
Decoupling Intelligence from Administration.
NAIO (Next-generation AI Office) is an end-to-end AI platform built to replace the fragmented, outdated systems of the past. By combining state-of-the-art large language models with deep financial expertise, NAIO empowers advisors to achieve true operational autonomy.
NAIO automates up to 80% of day-to-day operational workload from compliance to reporting, so you can redirect your time and energy to what truly drives value: building trusted relationships and shaping winning strategies.
The NAIO Ecosystem
Six core modules that together form your complete digital intelligence engine.
Neural CRM
An active participant in your workflow.
Neural CRM isn't a passive database - it's an AI-driven partner that thinks alongside you with voice-command capabilities.
Guardian AI
Your digital compliance officer.
Real-time compliance monitoring and automated legal documentation against current legislation.
Product Intelligence
Smarter comparisons.
A centralized database of financial products with AI-powered comparison tools and deep market analysis.
Performance Ledger
Data that explains itself.
Real-time KPI tracking and automated financial reporting that doesn't just show data, but reveals the story behind it.
NAIO Academy
Never stop growing.
Personalized, gamified education paths for continuous professional growth tailored to each advisor's expertise.
Dashboard
Your day, decoded in seconds.
The pulse of your entire business on one screen. No more wondering who to call or what to do next.
See NAIO in Action
A glimpse into the AI-native workspace built for modern financial advisors.
Manage your entire client portfolio with intelligent filtering, tagging, and instant search.
Meet the NAIO Team
The people building the future of financial advisory.
The Build Team
Zuzana Melicharova
CEO & Product Visionary
Former Product Owner at Rohlik, specializing in turning user data into functional digital products. At NAIO, she defines the product direction and ensures technology always serves people first.
Jan Bubik
CTO
Senior software developer at Global Financial Institution, bringing robust architecture and bank-grade security to NAIO. Specialist in Python and backend system orchestration.
Beata Pokorna
Head of User Experience
Extensive UX/CX and business analysis experience from CSOB. Beata ensures that complex AI technology feels natural, intuitive, and beautifully crafted in the hands of advisors.
Marie Slukova
The Voice of the User
16 years of private banking experience focusing on high-net-worth clients. Marie is the critical bridge between technology and practice, ensuring NAIO solves real problems in the field.
Lukas Kotrbaty
Mobility & Fintech
Mobility and fintech interface specialist. Architect of seamless user journeys across platforms.
Petr Faruzel
Backend & Mobile Apps
Backend specialist and author of successful mobile apps on Google Play. Master of clean code and automation.
Lukas Bubik
Full-stack & Integrations
Full-stack engineer who builds systems that don't break under pressure and play nice with third-party tools.