Our Approach to AI Wealthtech
Responsible AI Wealthtech
AI has tremendous power to enhance the client experience while saving time and effort for financial advisors. In the regulated field of financial advice, AI must be applied responsibly. Rather than allowing AI to independently generate investment recommendations, our wealthtech solutions use AI to assist and augment the advisory journey, boosting advisor productivity.
This approach ensures highest standards of accuracy, accountability, and risk management.
By harnessing AI as a powerful tool for support rather than replacement, we create an environment where advisors can deliver value more efficiently while meeting the stringent regulatory standards of the financial industry.
How Our AI Wealthtech Works
Harness the Power of Large Language Models &
Rule-Based Optimisations
Rather than AI-generated black-box financial advice that may not be compliant, our platform uses large language models to verbalise the information generated by our rules-based optimisation and investment engine. This makes advisors more efficient, productive, and effective:
- Makes it easier for financial advisors to understand the output generated by our optimisation engines
- Improves new-hire training and organisational change management
- Lowers the barrier to entry for self-service by verbalising and summarising wealth plans in a variety of styles
- Fosters better interactions between clients and advisors
- Analyses client typologies to propose financial goals based on similar clients
Key Features of AI Wealthtech Solution
Put Our AI Wealthtech Solutions to Work for Your Firm
Explore the different ways your wealth management firm can deploy AI wealthtech for better client experiences.
AI for Customer Acquisition
Help your financial advisors not only attract and onboard more clients but find more clients by means of lead generation tools. Embedded LLMs explain graphics and outputs and help clients understand wealth projections and financial advice.
AI for Advisors
Use LLMs in the context of change management and training: provide new advisors with simple explanations within the advisory solution and help deepen the conversation based on similar client profiles.
AI for Client Experience
Enrich every interaction with responsible, AI-powered recommendations that foster better client relationships and boost engagement.
Welcome to the future of wealth management
Request a personalised product demo to see how our AI wealthtech solutions can revolutionise your wealth management practice.
