WELCOME
AI Systems that Help You Lead, Train, and Sell at Scale
We turn your financial expertise into custom AI assistants, training bots, and automations, so your agents get answers in seconds, your presentations stay on script, and your time is freed to lead.
Still helping families build wealth, now with smarter tools.
Serving financial leaders, agencies, and families who want their money and their time to work smarter.
Over 1,000 Families and Agents Impacted by our Education
We started by teaching families how money works.
Now we also build AI tools that help leaders bring that same education to thousands more.
WHAT WE BUILD
AI Solutions for Financial Services
We design AI systems that understand your business, your carriers, your scripts, and your way of working — so your team can move faster with less stress.
AI Knowledge Assistant for Agencies
One place where your agents can ask, “Where’s that form?” or “How do I submit this application?” and get an instant, accurate answer — 24/7, without blowing up your phone.
AI Objection-Handling & Sales Coach
We model your best conversations so agents learn how to prevent objections, not just respond to them. The AI listens, gives feedback, and helps them sound more confident and clear.
AI Presentation Training Bot
A voice coach that helps new agents practice your slide deck word-for-word, with gentle corrections on wording, tone, and flow , until they sound like your top closer.
Workflow Automation & Integrations
From reminders to follow-ups to data entry, we connect your tools so the boring steps happen in the background. Less clicking, more closing
AI Strategy Sessions & Workshops
Done-with-you sessions where we map your processes, find quick AI wins, and design a simple roadmap your team can actually follow.
Custom AI Builds for Insurance & Finance
Have a unique idea? We co-create custom AI tools around your carriers, your compliance rules, and your training style.
About Monabright AI & Financial Education
I started Monabright Financial Agency by sitting behind my desk,
helping families understand how money really works.
I saw the same pattern over and over.
Leaders and agents were tired.
Parents were confused.
Everyone wanted better options, but there was no simple way to explain it at scale.
That’s where my AI journey began.
Today, I help financial leaders turn their expertise into AI systems:
tools that answer questions, train agents, coach presentations,
and protect the time and energy of the people at the top.
I speak both languages — money and technology.
I understand carriers, compliance, and real-life objections.
And I know how to translate that into AI that feels human, helpful, and safe.
My mission is simple:
Use AI to free your time, grow your impact, and still keep families at the heart of the work.
Mona Adaba – Founder, Monabright Financial Agency LLC
Cash Value Queen • AI Systems Builder
Our Team
Mona Adaba
Charles Abbey