Solution introduction
Enables financial institutions to convert and manage 6 to 10 times more leads and clients without adding new advisors, increasing AUM by up to 6X from existing banking clients
Enables advisors to generate up to 40% incremental assets from existing clients
WealthGrowth.ai leverages agentic AI workflow to help financial institutions scale efficiently, boosting client and prospect management capacity by 6 to 10 times. Powered by Quantum AI mechanics and 64+ ML models, it generates a vast range of possibilities for every action an advisor may take.
