Wealth Management

Our platform delivers over 150+ pre-built integrations enable seamless data flow across: Core transaction processing systems, Core banking platforms, Portfolio management solutions, Trading platforms, Compliance and reporting systems, Fintech service providers.

This extensive connector library eliminates silos between critical systems, providing a unified view of client information and enabling straight-through processing without custom development.

Experience truly seamless end-to-end investment account opening with our integrated digital onboarding capabilities.

Video interaction features that provide real-time guidance throughout the application process, capture eSignatures securely, automate KYC procedures, Source of Wealth (SoW) verification, and AML checks to ensure full compliance while reducing manual oversight.

Our intelligent document system leverages Optical Character Recognition (OCR) technology to instantly verify investment-related documentation

Deliver a comprehensive 360-degree view of client relationships with sophisticated goal tracking capabilities.

Advisors can monitor Net New Money (NNM) flows, earnings, and investment performance in real-time, enabling precise tracking of progress toward financial objectives.

Specialized predictive AI models leverage life event data collected during customer onboarding and cross- channel interactions to forecast financial goals, that are prominently displayed within the customer 360 view.

Get advanced analytics that includes pipeline projections, fee and commission pipeline, target vs achievement and more.

Enable Specialized AI driven investment recommendation engines, portfolio rebalancing suggestions, portfolio review alerts, asset diversification opportunities and more.

Predict and manage churn with customer health score, sentiment score, churn score, engagement score and more.

Get Investment Risk Profiling, Know Your Customer (KYC) Risk Scoring, Advanced algorithms for risk assessment with suspicious transaction detection, unauthorized account activity monitoring, and identity verification insights.

Leverage domain-specific models that are exclusively trained on wealth management datasets for superior accuracy.

Instantly generate GenAI driven sophisticated visualizations and reports tailored to client needs.

Deliver a comprehensive omnichannel self-service ecosystem that empowers clients to manage their wealth through multiple convenient touchpoints: Customer Portal, Digital Journeys, Mobile Application, Website Chatbots, WhatsApp and more.

Real-time guidance is available throughout these journeys, supported by specialized generative AI-driven chatbots that provide contextual assistance exactly when clients need it most.

Our platform comes pre-configured with essential self-service capabilities for Account Opening and Onboarding, Investment Goal Setting, Risk Profile Assessment, Transaction History, Digital Document Management, Compliance Document Submission, Portfolio Rebalancing Requests and more.

Leverage AI enabled guided action centres layered on customers, contacts, products holdings and case records, with straight through processes.

The platform provides score cards, guided scripts, GenAI Assistants, alerts, nudges, conversation strikers, playbooks and more.

Users can take advantage of inbuilt knowledge management powered with GenAI and real-time contextual search.

Transform your approach to high-value client acquisition with sophisticated lead generation capabilities designed specifically for wealth management professionals.

Capture and qualify leads across digital touchpoints with automated scoring and identify high-net-worth prospects through AI-powered wealth indicators

Nurture relationships with personalized, timely communications and convert prospects through guided, compliant onboarding workflows

Create sophisticated multi-channel campaigns without technical expertise using our intuitive drag-and-drop campaign designer by building GenAI powered visually appealing email sequences, social media posts, and digital touchpoints.

Design automated nurture journeys with conditional branching based on client responses and implement A/B testing to optimize message effectiveness

Schedule campaigns with intelligent timing optimization and track real-time performance with comprehensive analytics dashboards

Real-time campaign dashboards with key performance indicators with conversion funnel analysis across the entire prospect journey.

Attribution modelling to identify your most effective channels

Competitor benchmark comparisons within wealth management sector