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Capitalize Introduces Liza™ AI to Make Retirement Account Transfers Faster, Smarter, and More Automated

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Capitalize Introduces Liza™ AI to Make Retirement Account Transfers Faster, Smarter, and More Automated

Capitalize, the industry’s leading infrastructure for retirement account transfers, announced Liza™ AI, an enterprise AI solution built specifically for 401(k) rollovers and other transfers. Liza can work directly with customers and participants, as well as behind the scenes with operations teams – helping financial institutions complete more rollovers, faster and with fewer errors.

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Building enterprise-ready AI for retirement account transfers takes more than a chat interface and a generic model.

“Building enterprise-ready AI for retirement account transfers takes more than a chat interface and a generic model. It requires understanding how transfers work across hundreds of institutions and thousands of edge case scenarios, and having the infrastructure to execute them at scale,” said Gaurav Sharma, CEO and Co-Founder of Capitalize. “We’ve spent years building that foundation. Liza allows us to apply it in new ways, helping customers navigate transfers and handling work behind-the-scenes to drive outcomes for our partners.”

Liza builds on Capitalize’s established infrastructure to bring an intelligence layer to every stage of the retirement transfer process. Unlike general-purpose AI tools, Liza is powered by Capitalize’s Rollover Intelligence Engine – a proprietary foundation informed by millions of customer interactions and billions of dollars in rollover volume. That data advantage means Liza understands not just what customers are asking, but how to move transfers forward regardless of the situation.

Liza is built with layered safeguards designed for financial institutions. Responses are grounded in Capitalize’s retirement transfer knowledge base, with data protection, output validation, and authorization controls governing the information and actions available to Liza.


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