Solution introduction

AI Wealthtech: Unlock New Opportunities

Responsible AI Wealthtech

Learn how we continuously enrich our solutions with artificial intelligence (AI) to create more value for advisors and their clients.

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.

Harness the power of large language models and 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

 

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