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Be The Human,

Not The Machine.

We appreciate that your professional knowledge, experience, and genuine client relationships are what truly matter. YBL.AI empowers you to nurture those connections without distraction.

discover the benefits
No documentation burden
Minimal customer effort
Expertised financial planning
Seamless handover to humans
Perfect for automating your internal & external processes

We Make It Easy So You Can Focus On What You Do Best

We recognize the diverse tasks required for top-tier service in your field. YBL.AI seamlessly manages these, allowing you to focus on delivering real value.

Our AI assistant goes beyond meetings and note-taking, handling preparation, research, and document processing. It integrates with your systems, optimizes client solutions, streamlines reporting, and aids in compliance.

Planning Time

YBL.AI expedites complex, time consuming aspects of your work, empowering you to concentrate on what truly matters - leveraging your expertise and nurturing client relationships. With YBL.AI, experience a new level of efficiency in your practice, from PDF processing to 
presentation preparation.

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Meeting Note App
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Let Us Handle the Details,
You Handle the Client

With YBL.AI, you can be more productive and save more time.

No documentation burden
Minimal customer effort
Expertised financial planning
Seamless handover to humans
Perfect for automating your internal & external processes
Meeting Assistance
System Management
Document Processing
Research Support
Administrative Tasks
The AI attends meetings, prepares agendas, and generates comprehensive notes, saving hours of manual work.
It seamlessly integrates with CRMs and portfolio tools, automating data entry and updates
YBL.AI efficiently handles Word, Excel, and PDF documents, streamlining content creation and analysis
The AI conducts thorough research, providing relevant insights and summaries.
It assists in drafting letters, creating reports, and managing agendas, significantly reducing time spent on routine paperwork

A Legacy Built on Integrity and Innovation

Simple Start, Flexible Pricing
Getting started with YBL.AI is effortless and risk-free. Begin with our free tier to explore the platform's capabilities. As your needs grow, our pay-for-use model ensures you only pay for what you actually use, providing cost-effective scalability.
Experienced Team and Proven Track Record
Our leadership and shareholders bring decades of expertise in financial services and technology. This wealth of experience ensures that YBL.AI is tailored to meet the real-world needs of financial professionals like you.
Continuous Innovation
We're committed to staying ahead of the curve. Our dedicated team regularly introduces new workflows and features, ensuring that YBL.AI evolves with your needs and the changing landscape of financial services. Your feedback drives our innovation.
Uncompromising Security
Your data's security is our top priority. YBL.AI is SOC2 Type 1 compliant, adhering to rigorous industry standards for data protection. Our robust security measures safeguard your sensitive information, allowing you to focus on your clients with peace of mind.

Ready to focus on what  
truly matters?

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contact@ybl.ai
HomeproductPRICINGWIKIabout  us
Australia
Level 29,
Chifley Tower,
2 Chifley Square, Sydney 2000
USA
Studio 45,
29th St,
San Francisco, CA 94110

This material has been prepared by YB Life Pty Ltd (ACN 667 901 537) (YBL, ‘us’ or ‘we’). The material on this website is for general information only and is not an offer for the purchase or sale of any financial product or service.  The material is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs.  Although we believe that the material is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance.  To the maximum extent possible, YBL, its related bodies corporate, and their officers do not accept any liability for any statement on this website.

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