Canadian financial product intelligence

Compare cards, accounts, loans, and investments with a guided AI advisor

B1 is a demo financial-advisor experience that turns structured product data into clear comparisons, cost estimates, eligibility guidance, and next-step summaries.

Demo content uses simulated public-reference product data. Confirm current rates, fees, and terms with the financial institution before making decisions.

Coverage Cards, loans, accounts, GICs
Institutions Major Canadian banks + fintechs
Advisor role Guidance, not account operations

Advisor-first platform

Built for product guidance, not bank operations

B1 helps users understand product choices and tradeoffs. It does not move money, open accounts, guarantee approval, or replace licensed financial advice.

Product intelligence

Financial categories the advisor can reason over

Demo institution catalog

Seeded to demonstrate comparisons across Canadian providers

How it answers

Clarify the goal, compare options, explain the tradeoff, and keep an audit trail

Start with the AI advisor

Disclosure and safety

Designed for client-controlled product data and approved advisor guidelines

In a real deployment, the financial institution owns and approves the product catalog, rates, fees, eligibility rules, and disclosure language. The AI cites source metadata and avoids final regulated advice.