Neomi: AI Assistant by Neo
Finance
Free · Designed for iPad. Not verified for macOS.
Meet Neomi – Your Smartest Companion at Neo
Neomi is your intelligent, enterprise-ready AI assistant that helps you get more done – smarter and faster.
Whether you are in client servicing, operations, HR, or sales, Neomi understands your workflows and helps you streamline, automate, and simplify – one chat at a time.
What Makes Neomi Powerful:
- Unified Conversations: Ask, instruct, or chat with Neomi using simple, natural language. No jargon, no fuss.
- Personalized Intelligence: Neomi adapts based on who you are – banker, admin, or client – offering role-specific insights and actions.
- Proactive Assistance, not Just Reactive: Neomi doesn’t just wait for commands. It schedules reminders, flags pending items, and pushes timely alerts.
- Works Across Channels: Whether it’s your email, or internal dashboard – Neomi integrates seamlessly.
Client Relationship Hub: Manage client data, meetings, updates without switching apps.
What You Can Do with Neomi:
Get real-time updates, analytics, and workflow nudges.
Accelerate internal collaboration by reducing context-switching.
Ensure secure, role-based access through biometrics and internal authentication.
Enterprise-Grade Security:
Built for a regulated environment like wealth and asset management, Neomi uses role-aware workflows, access controls, and encrypted data protection.
Impact You Can Measure:
Saves time across teams by reducing manual effort.
Boosts productivity, especially if you are a banker.
Increased employee engagement with timely updates.
Compliant and secure at all times.
Neomi isn’t just an assistant – it is your AI-powered co-pilot at work.
Download now and transform the way you operate.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- minor bug fixes
The developer, Neo Wealth Management Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Neo Wealth Management Private Limited
- Size
- 194.1 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
16+
- 16+
- Copyright
- © Neo Wealth & Asset Management