Bison Bank Plans Phased Rollout of AI Investment Tool for Clients

Bison Bank announced Bison Insight, an AI-powered tool that will be launched through its Bison Mobile app to help eligible Investment Advisory clients analyze portfolios and prepare for discussions with financial advisers.

The phased rollout will begin with controlled validation before expanding to clients who qualify for the bank’s Investment Advisory service. The announcement does not set a broader release date.

Bison Insight will display portfolio charts, trend indicators and performance information across multiple dimensions. Clients will be able to compare asset classes and markets, examine investment scenarios and receive suggested analyses based on their investment profile, time horizon and risk tolerance.

The chatbot will respond to clients’ questions and use live market information to highlight relevant patterns, potential risks and possible opportunities. Users also will be able to schedule meetings through an adviser’s calendar, while advisers receive the context of clients’ searches and questions in advance.

“Bison Insight reflects how we want to evolve the Private Banking experience, combining technology with personalised support,” António Henriques, CEO of Bison Bank, said.

Bison Insight is designed not to replace specialized advice or client decision-making. The tool will initially be offered in English, with Portuguese and Mandarin versions planned for later expansion.

Bison Bank, headquartered in Lisbon, provides private banking, depositary banking, corporate advisory and digital assets services. The bank developed Bison Insight with Nextvestment, a Singapore-based platform for regulated wealth-management institutions.