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Guide

AI that mentors, not just answers.

Guide watches over your entire oue.ai profile โ€” health records, finances, estate plan, insurance, family โ€” and surfaces what you need to know before you need to ask. A proactive AI advisor that closes the guidance gap.

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Proactive nudges

Guide notices things before you do โ€” an insurance policy expiring, a will that hasn't been updated since a life event, a medication interaction. You get notified before it's a problem.

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Cross-domain intelligence

Guide connects dots across all your products. A new baby in Bloom triggers reminders about insurance, your will, and your emergency fund. Context you'd need an advisor to catch.

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Priority-ranked alerts

Not all nudges are equal. Guide ranks by urgency โ€” time-sensitive deadlines surface immediately; lower-priority suggestions are batched into a weekly digest.

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Actionable, not advisory

Every nudge is linked to the exact product and action needed. One tap to update your will, renew your policy, or review your beneficiaries โ€” not just a reminder to think about it.

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Earns your trust

Guide starts with high-confidence, factual observations โ€” policy expiry dates, outdated records โ€” before expanding to more nuanced suggestions. It earns the right to be proactive.

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Grounded in your data

Every nudge cites the specific record or data point it's based on. Guide surfaces observations, not opinions. You can always trace the reasoning.

The guidance gap

Most people don't have an advisor watching out for them

A good financial advisor notices when your beneficiary designations don't match your will. A good doctor flags a medication interaction you wouldn't know to ask about. Most people don't have access to that kind of proactive attention. Guide closes that gap.