Intelligent Advisory – A lifecycle approach for the next generation of wealth management

The wealth management industry is evolving beyond pure robo-advisory, embracing “intelligent advisory”—a powerful blend of AI and human Relationship Managers (RMs). AI enhances RMs’ capabilities across client acquisition through hyper-personalisation, tailored planning using collaborative filtering, hyper-automation of execution, and proactive performance monitoring with tools like sentiment analysis. This approach fosters stronger client relationships and optimises outcomes.

Discover WealthForce.ai, a case study showcasing AI’s impact with features like a nudge engine, client engagement indicators, portfolio optimisation, a generative AI co-pilot, and automated document processing. AI implementation leads to enhanced RM efficiency, reduced turnaround times, increased customer retention, and improved portfolio review efficiency. Embrace the future where AI and human expertise unite to deliver exceptional, client-centric wealth management.