WealthForce.ai Description
WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.
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Integrations
API:
Yes, WealthForce.ai has an API
No Integrations at this time
Company Details
Company:
Intellect Design Arena
Year Founded:
1996
Headquarters:
United States
Website:
www.intellectai.com/apac/wealth-force/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support
WealthForce.ai Features and Options
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