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Generative AI
Wealth Management Accelerator (WMX): AI-Powered Solution for Wealth Advisors
Partner with us to unlock the full potential of your wealth management practice and enhance client satisfaction through GenAI.
Introducing WMX: Our AI-powered solution for wealth advisors
Wealth management is complex. Advisors juggle vast amounts of information, and client data is scattered across multiple systems. Extracting meaningful insights from this chaos can be challenging.
Enter WMX, our Wealth Management Accelerator.
Powered by generative AI, WMX provides a unified conversational interface that allows advisors to query documents and client data using natural language. By applying generative AI, WMX transforms mountains of documentation and client data, plus past behavior, into valuable insights, significantly enhancing advisors ability to drive actionable insights.
Key capabilities
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Q&A
Ask WMX a question on the data it had ingested, and it will give you an answer in plain English.
Summarization
Summarize research findings based on natural language inputs.
Client insights
Query the client’s financial information in natural language.
Semantic search and ranking
Get contextual search results for text-based queries and rank them based on established criteria.
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Role and permission-based search
Control access to documents and results data.
Type-ahead (autocomplete)
Receive suggestions as users type in their query.
Legal and compliance check
Pre- and post-processing of responses from a legal and compliance perspective.
Content ingestion
Ingest unstructured documents incrementally, indexing for contextual search.
Ready to transform your wealth management workflow?
Get in touch to speak to one of our experts and book your free WMX demo today.
