Solution introduction
WealthForce.AI - The Empowered Relationship Manager (RM)
Navigate and present all customer information in one place with WealthForce.AI, a BIAN-compliant, AI led and cloud-native Wealth platform designed for RMs
Optimize Maximize Customer Management Efficiency through WealthForce.AI's comprehensive 4-pillar strategy
WealthForce.AI provides RMs' and financial advisors with a comprehensive 360 degree view of their customers, enabling efficient customer management. Our advanced technologies quickly enable RM’s to optimize and customize portfolios based on individual client needs.
The platform has embedded AI tools at relevant touch-points of the RM and customer journeys, bundled within each of the three core pillars of business growth providing an end-to-end toolkit for helping advisers and RMs in every step of their way.
