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  • Neomi: AI Assistant by Neo screenshot 1
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About Neomi: AI Assistant by Neo

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.

What’s new

Version 26.10.23 · Updated October 24, 2026

- Minor bug fixes

App privacy

The developer, Neo Wealth Management Private Limited, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Location: Precise Location
  • Contact Info: Email Address, Name, Phone Number

Used for: Analytics, Product Personalization, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data

Used for: Analytics

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