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WEALTH MANAGEMENT AI SOLUTIONS
WEALTH MANAGEMENT AI SOLUTIONS
Treat Every Client
Like They’re the Only One
Achieve 300% more client engagement with scalable hyper-personalization: automate CRM updates, deliver proactive alerts, generate custom meeting insights, and streamline other repetitive tasks. Designed to seamlessly complement your existing infrastructure—integrates effortlessly with SAP, Salesforce, Tableau, and more.
Hyper-Personalized Client Communication
Automatic Briefing Before Client Meetings
Real-Time Risk Monitoring and Alerts
Automating Portfolio Insights for Clients
CRM Enrichment with Unstructured Data
Instant Analysis of Emerging Trends
Why Unstructured Data Is Your Next Big Opportunity
80% of client-related financial information is unstructured—hidden in market news, client emails, corporate reports, and more. Traditional tools overlook these insights, leaving opportunities untapped.
Our AI engine unlocks this potential by transforming unstructured data into a dynamic financial knowledge graph. It empowers wealth managers to deliver hyper-personalized advice, identify risks early, and strengthen client relationships with real-time intelligence.
Our AI engine unlocks this potential by transforming unstructured data into a dynamic financial knowledge graph. It empowers wealth managers to deliver hyper-personalized advice, identify risks early, and strengthen client relationships with real-time intelligence.
Hyper-Personalize Wealth Management with AI
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Personalized Portfolio InsightsDeliver tailored portfolio analyses with key performance metrics, risk assessments, and actionable recommendations — personalized for every client.
Compatible with
PM Soft Addepar, Morningstar, eFront...
BI Tableau, Power BI, Looker...
& your setup -
Automatic Briefing
Before Client MeetingsPortfolio insights, market trends, and actionable recommendations for each client — ready when you are.
Compatible with
CRM Salesforce, Microsoft Dynamics, …
Mail Gmail, Microsoft Outlook, ...
BI Tableau, Power BI, Looker ...
& your setup -
Real-Time Risk Monitoring and AlertsInstantly identify personalized risks for every client with automated, real-time alerts driven by market trends and portfolio performance.
Compatible with
Risk Platforms: MSCI, Bloomberg PORT...
Data Sources: Refinitiv, FactSet, Morningstar...
& your setup -
CRM Enrichment with Every Data You Need
Automatically populate and keep CRM fields up-to-date by analyzing emails, reports, news, and other corporate and external market data.
Compatible with
CRM Salesforce, Microsoft Dynamics, …
Data Sources External APIs, Corp. Databases...
& your setup
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Tax Optimization RecommendationsProvide hyper-personalized tax-saving strategies for your clients by analyzing their transactions, portfolios, and multi-jurisdictional tax regulations in real time.
Compatible with
ERP: SAP, Oracle, Microsoft Dynamics
Tax Systems: Thomson Reuters, Vertex...
& your setup -
Automatic
ESG Factor Analysis
Provide clients with personalized ESG insights by analyzing environmental, social, and governance data tailored to their portfolios and investment goals.
Compatible with
ESG Data: MSCI, Bloomberg ESG...
BI Tools: Power BI, Tableau, Looker...
& your setup
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Competitor Monitoring & Behavior PredictionDeliver hyper-personalized insights on competitors impacting your clients' portfolios by analyzing real-time news, reports, and public data.
Compatible with
Competitive Intelligence Tools: Crayon, Klue...
Market Research Tools: Gartner, Forrester...
& your setup -
Multi-Asset Portfolio Management
Streamline multi-asset portfolios with real-time insights, hyper-personalized recommendations, and automated allocation strategies for each client.
Portfolio Systems: Bloomberg PORT, Addepar, Morningstar, eFront...
BI Tools: Tableau, Power BI, Looker...
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Another Scenario?Our experts will evaluate your business processes to identify whether AI can bring measurable value—or save you from unnecessary costs.
Personalize
Portfolio Insights
Portfolio Insights
Clients expect personalized insights, but wealth managers are inundated with information and lack the tools to synthesize it efficiently. Our engine automatically analyzes clients’ portfolios, news, and relevant market data to generate tailored recommendations.
Scenario: A client holds a significant position in renewable energy stocks.
AI Output: The engine detects new legislation favoring renewable energy subsidies and automatically highlights the implications for the client’s portfolio.
Outcome: The wealth manager contacts the client with a proactive strategy, strengthening trust and perceived value.
Scenario: A client holds a significant position in renewable energy stocks.
AI Output: The engine detects new legislation favoring renewable energy subsidies and automatically highlights the implications for the client’s portfolio.
Outcome: The wealth manager contacts the client with a proactive strategy, strengthening trust and perceived value.
Get Automatic Briefing Before Client Meetings
Preparing for meetings is time-intensive and often results in missed opportunities to impress clients with up-to-the-minute insights. Create instantly concise briefing on each client, combining portfolio performance, market updates, and relevant news into a single report.
Real-Time Risk Monitoring
and Alerts
and Alerts
Identifying risks in a client’s portfolio based on external events can take hours—or even days—using traditional methods.
Our engine continuously scans unstructured data (news, press releases, social media) to detect risks and alert wealth managers in real time.
Our engine continuously scans unstructured data (news, press releases, social media) to detect risks and alert wealth managers in real time.
CRM Enrichment with Every Data You Need
Wealth managers often work with incomplete client profiles, limiting their ability to tailor advice effectively.
Automatically populate and keep CRM fields up-to-date by analyzing emails, reports, news, and other corporate and external market data.
Automatically populate and keep CRM fields up-to-date by analyzing emails, reports, news, and other corporate and external market data.
Tangible Outcomes for Wealth Management
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Save TimeAutomate repetitive tasks, freeing up wealth managers to focus on strategy and client relationships. -
Enhance PrecisionReduce errors and missed opportunities with AI-driven insights. -
Drive RetentionOffer clients hyper-personalized experiences that create long-term loyalty. -
Boost RevenueEquip your team to spot trends, mitigate risks, and optimize portfolios with confidence.
Reach out today and see the future of wealth management in action
Explore how to transform your client relationships, streamline operations, and future-proof your business
Start Deliver Unmatched Client Experiences
Discover how AI-driven hyper-personalization can help you anticipate client needs, tailor recommendations, and elevate your client relationships.
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FAQ: AI Solutions for Wealth Management
Have questions? Ask us how to get started!
AI-powered wealth management refers to the use of artificial intelligence to automate, optimize, and enhance financial advisory services. It helps wealth managers deliver hyper-personalized client experiences, automate repetitive tasks, and improve decision-making with real-time insights from structured and unstructured data.
AI enables hyper-personalization by analyzing vast amounts of client data, including investment preferences, transaction history, and financial goals. It then delivers tailored portfolio insights, real-time alerts, and automatic briefing reports, increasing engagement by up to 300%.
Our AI-driven solutions provide hyper-personalized communication by:
- Automating meeting briefings with key insights.
- Sending proactive alerts based on market trends.
- Generating customized reports for each client’s portfolio.
Our AI system processes:
- Market news and industry reports.
- Emails, corporate filings, and financial disclosures.
- Social media sentiment and regulatory updates.
AI continuously scans real-time market data, news, and portfolio trends to:
- Identify emerging risks and opportunities.
- Generate automated risk alerts for individual clients.
- Provide predictive insights to prevent losses.
Our AI system analyzes:
- Client transactions and portfolio allocations.
- Multi-jurisdictional tax regulations.
- Tax-efficient investment opportunities, ensuring clients maximize returns while minimizing liabilities.
Yes, our AI solutions integrate seamlessly with:
- CRM platforms like Salesforce and Microsoft Dynamics.
- BI tools such as Tableau, Power BI, and Looker.
- Portfolio management systems including Bloomberg PORT, Addepar, and Morningstar.
AI enriches CRM platforms by:
- Automatically updating client profiles with unstructured data.
- Extracting key insights from emails, reports, and news.
- Providing a real-time knowledge graph of client interactions and financial movements.
Our AI engine analyzes:
- Competitor reports and financial statements.
- Industry news and economic trends.
- Behavioral patterns to predict how competitors' actions may impact client portfolios.
AI streamlines multi-asset portfolio management by:
- Providing real-time insights and hyper-personalized recommendations.
- Automating asset allocation strategies tailored to each client.
- Enhancing portfolio diversification and risk assessment.
AI evaluates ESG (Environmental, Social, and Governance) data by:
- Assessing ESG scores for client portfolios.
- Analyzing sustainability reports and regulatory updates.
- Offering hyper-personalized ESG investment insights.
Yes, our AI solutions adhere to financial regulations, ensuring:
- Data encryption and secure access protocols.
- Compliance with GDPR, MiFID II, and other regulatory standards.
- AI-powered threat detection for enhanced cybersecurity.
AI helps increase revenue by:
- Enhancing client retention through personalized experiences.
- Reducing manual workload, allowing advisors to focus on strategic decisions.
- Identifying new investment opportunities with real-time data analysis.
Wealth management firms benefit from AI by:
- Saving time with automation of repetitive tasks.
- Enhancing precision with AI-driven insights.
- Driving client loyalty through hyper-personalized strategies.
- Boosting profitability with optimized portfolio management.
You can request a demo by entering your email in the provided form on our website. Our experts will assess your business needs and showcase how AI can transform your client engagement and investment strategies.