--- title: "ibl.ai On Thinkific: Investling’s AI Agent" slug: "iblai-on-thinkific-investlings-ai-mentor" author: "Jeremy Weaver" date: "2025-09-30 15:27:17.233065" category: "Premium" topics: "Thinkific AI integration AI agent for Thinkific Personalized investing education Financial education chatbot Goal-based investing coach Risk tolerance assessment AI Context-aware AI tutoring In-video chat for courses Mobile AI learning app Persistent learner memory Adult learning personalization Embedded AI in LMS Investment course AI assistant Data-driven coaching loop Frictionless learner onboarding Reflection prompts in eLearning Thinkific course personalization Adaptive learning paths finance AI agent for financial literacy Thinkific app embed AI" summary: "How Investling embedded ibl.ai directly into Thinkific to deliver a goal-aware, risk-profiled investing agent—with in-video chat, mobile access, and persistent learner memory that turns passive lessons into personalized coaching." banner: "" thumbnail: "" --- We’re excited to spotlight our partners at **Investling**, who just rolled out **an AI agent built by ibl.ai** and embedded directly into their **Thinkific** learning experience. The agent guides learners through practical exercises, adapts to each person’s goals and risk profile, and is available on web and mobile so support never stops when the video ends. --- # What Learners Get, In Plain English - **Frictionless onboarding**. Learners accept an emailed invite, create an account (email or Google sign-in), and land in a clean agent dashboard with starter prompts to kick off reflection and Q&A. - **Personalized analysis—grounded in their own inputs**. In early modules, students paste their “Financial House Cleanup” asset list into the agent and receive **specific observations** (what stands out, strengths, potential risks) plus **practical ways** to leverage those assets toward their goals. - **A living profile the agent remembers**. Learners jot a short reflection and share goals; the agent **stores those preferences** so future answers align with the person’s long-term plan (e.g., retirement vs. near-term liquidity). - **Structured self-knowledge**. A guided **risk-tolerance exercise** yields a clear profile (e.g., conservative), and the agent tunes subsequent guidance to match that risk level. - **Two ways to chat—one purpose**. A **quick, in-player chat** during videos supports fast, anonymous questions, while the **full dashboard** preserves goals and context for deeper, personalized coaching. - **Anytime access with the mobile app**. Learners can ask, “Would this be a good investment for me?” on the go, and the agent responds using their saved goals and profile. # Why This Design Works For Adult Learners - **Context before content**. Exercises prompt learners to assemble their own data (assets, goals, constraints) so advice is **about them**, not generic rules of thumb. - **Reflection that sticks**. Short written reflections captured in the agent keep recommendations aligned over time—useful in a topic where psychology and behavior matter as much as math. - **Right help at the right moment**. The in-video chat is perfect for quick clarifications; the full agent space is where planning and strategy compound across weeks. # For Course Teams And Platforms - **Runs on Thinkific**. Investling’s deployment shows how ibl.ai can be embedded alongside video lessons and assignments to **turn passive watching into active coaching**—without forcing learners to jump tools. - **Designed for practical workflows**. Copy an exercise prompt → paste learner inputs → get analysis + next steps. The loop is fast, repeatable, and measurable across modules. # See It In Action Investling’s “**Learn Investing with AI Mentor Support—Onboarding Video**” walks through the experience step-by-step—from the welcome email to risk-profile coaching and the mobile app. We recommend watching the walkthrough to see how the agent supports reflection, goal-setting, and practice inside the Thinkific course flow. --- # Interested in adding AI agents to your program? Whether you teach investing, data skills, or health sciences, ibl.ai builds **domain-aware agents** that adapt to your curriculum and your learners. If you want an assistant that lives where your students already are—and remembers what matters to them—**let’s talk: [Schedule a consultation](https://ibl.ai/contact)**. ## Why does owning the AI stack matter? **ibl.ai is the agentic AI platform where you own all the code and the data. You self-host the entire stack inside your own perimeter, run it model-agnostic across any LLM and switch anytime, and pay by usage with no per-seat pricing — so you can deploy anywhere: your cloud, on-premise, GovCloud, or fully air-gapped.** - **You own all the code and the data.** Full source code under a perpetual license, running on your infrastructure. Not API access to someone else's platform — the stack itself is yours. - **Model-agnostic.** Run any LLM — Claude, GPT, Gemini, Llama, Command, or your own fine-tune — and switch providers without rewriting the platform. - **No per-seat pricing.** Usage-based billing against a budget cap you set. Cost tracks what your organization actually uses, not how many people you employ. - **Deploy anywhere.** Your cloud, your VPC, on-premise, GovCloud, or a fully air-gapped network with no outbound connectivity. 1.6M+ users across 400+ organizations run the platform this way, including NVIDIA, MIT, and Syracuse University. ibl.ai is family-owned and operated from New York, NY — a U.S.-headquartered, domestically-owned long-term partner, not a vendor that sells licenses and moves on.