Our Capabilities

Wealth management AI & ML

Develop a deeper understanding of your customer and enable a more proactive, better personalised, intelligence driven service.

TRANSFORM
CLIENT SERVICE

Leverage AI and ML technologies operating on a optimised data foundation to support industry sensitive use cases that deliver a meaningful competitive advantage.

Benefits To Your Firm

Key Capabilities

Personalised and explainable recommendations

Personalised recommendations

Customisable models to generate personalised product and service recommendations, considering the goals, needs and wider situation of the customer, whilst fully respecting compliance considerations such as suitability and cross-border.

Prioritisation and next best actions

Automatic identification of next best actions delivered directly to users via their home dashboards, where actions are neatly auto-categorised and prioritised for the user, considering their role, responsibilities and targets. 

Prioritisation and next best actions
Microsoft Outlook integration

Speech to text

Leverage speech to text technologies to automatically transcribe phone calls, meetings and to identify key themes from the conversation. 

Integrate this capability with wider capabilities to alert to potential compliance concerns, to flag potential new business opportunities or to pre-fill elements of KYC form ready for human review.

Computer vision

Use optical character recognition (OCR) and wider computer vision technologies to automatically populate digital forms from photos of real forms, to validate the authenticity of documents such as passports or driving licenses or to match a ‘selfie’ photo to a the image in a provided identity document.

Computer vision
Auto-qualification

Auto-qualification

Automatically qualify potential customers, considering business risk, commercial viability and buying propensity, allowing you to invest your valuable time and resources where you are likely to see the greatest return.

Sentiment analysis

Identify the changing sentiment of a customer across the course of a conversation or combine recent interactions to understand the overall sentiment of a customer or to monitor sentiment trends over the course of a relationship.

Sentiment analysis
Chat bots and assistants

Chat bots and assistants

Use AI-powered chat bots and assistants to extend servicing beyond normal business hours, to help unlock commercial viability within new customer segments or to quickly gather information that allows a customer to be routed to the team member who is best equipped to assist them.

Intelligent segmentation

Configurable dynamic segmentation logics, that continually segment customers considering inputs such as financial situation, preferences, attitudes, demographics and much more. Use these segments in a variety of ways – to deliver more relevant communications, to drive insights and analytics or to assist in defining the ownership of relationships.

Intelligent segmentation
Intelligent insights & data querying

Intelligent insights & data querying

The richness and accuracy of data enabled by our CLM solutions can be combined with intelligent insights and analytics solutions to automatically identify meaningful trends and insights across your data and to visualise these trends to the user. Additionally, natural language querying can be used to interrogate the data with responses rendered using the most appropriate visualisations, whether a table, a bar chart, a line chart or something else.

Intelligent workflows

Seamlessly integrate AI technologies into the wider workflows orchestrated by our solution, whether that’s automatically verifying the identity of a customer during onboarding, reassessing the anti-money laundering risk posed as part of KYC review or reassessing the suitability of the product and service offerings in response to review triggered by a change in circumstances communicated to a chat bot.

Intelligent workflows

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LATEST INSIGHTS

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.

3 min. read

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

4 January 2024

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

Hubbis recently hosted a virtual discussion focusing on the application and then implementation of the latest digital solutions in the world of Asian wealth management.

5 min. read

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