Your Data. One AI brain. Every decision.
Our Story
For decades I watched good stores lose margin to scattered systems and guesswork. Data lived in CRM, DMS, RO, MPI, and recall databases—but never where advisors and managers could use it in the moment. I built AssistiFI to unify that data in a dealer-owned Data Bank and run a multi-agent AI operating system that guides the next best action—with audit trails for every step.
—Todd Sheppard, Co-Founder & CEO
Why We Built AssistiFI
Give control back
Your data, your rules, your outcomes—no hostage data.
Augment people, don't replace them
Clear guidance for advisors and managers; humans make the call.
Reduce expense, lift productivity
Less rework and chasing; more approvals, upgrades, and retained customers.
Make compliance automatic
A checkpoint for every action—time stamped, disclosed, and exportable—to reduce litigation risk.
What We Do (in plain language)
Unify data into a Dealer Data Bank
(dealer-owned; no resale)
Run multi-agent AI that only recommends when the data supports value
(proof-before-pitch).
Standardize the money moments:
SimpliFI™ plain-language MPIs, 100% recall checks, Appraise-100, VOI upsells and upgrades.
Deliver continuity:
The same voice—Annie—and the same logic at every step for consistency and trust.
Safety & Security (by design)
Compliance checkpoint for every action
disclosures, prescreen/opt-out, reason codes.
Digital audit trail
who/what/when/why—exportable (PDF/CSV).
Security hardening
least-privilege Role Based Authentication Control (RBAC), per-tenant keys, encryption in transit/at rest.
Our Principles
Dealer-first: Control, portability, and clarity belong to the dealer.
Transparent: Explain the "why" in plain language.
Human-centered: Equip people to win; never pressure customers.
Prove it weekly: Scorecards and evidence, not anecdotes.
Founder's Note
"I built AssistiFI so dealers own their data and trust their process again. We won't drown you in dashboards or replace your people—we'll give your team clearer decisions, cleaner compliance, and the control you deserve."
—Todd Sheppard, Co-Founder & CEO
Meet the team
Built by Dealers. Designed for the Hustle.
AssistiFI is forged from 30 years in the dealership trenches. We're not tech outsiders; we're auto insiders who built the solution we always needed.
Todd Sheppard, Co-Founder
- 30+ Years In-Store: From sales to GM, he's lived every dealership reality.
- Built from Experience: Created AssistiFI to solve the real-world challenges dealers face.
- Empowering Operators: His mission to give you back control and help your team win.
Saurabh Srivastava, Co-Founder
- Co-Founder of AssistiFI & Principal at The Generative AI Company: Leading AI strategy with top tech talent from UPS, Equifax & Accenture.
- Global Innovator & Fin-tech Entrepreneur: Early successes in telecom product in India and co-founding a mobile banking company.
- Proven Leader in U.S. Tech Modernization: Key roles in the Healthcare.gov, IRS/SSA upgrades, and rapid COVID-19 response.