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Finantix brings AI to wealth management

Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, today launched Finantix AI Gears for Wealth – a collection of engines, tools and data structures that accelerate the injection of Artificial Intelligence into wealth management platforms. The new offering brings tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance for wealth managers, private banks and robo-advisers.

Finantix’ team of California-based AI experts boast more than five years’ experience in delivering AI based solutions to the financial services. Finantix AI Gears for Wealth is underpinned by thoughtfully selected Artificial Intelligence disciplines – machine learning, natural language processing and automated reasoning in order to deliver a suite of AI tools specifically designed for the wealth management domain.

The main areas initially addressed by Finantix AI Gears for Wealth are: lead generation, automated client profiling and KYC, portfolio and financial planning optimisation, suitability and cross border rule enforcement, next best action determination, news tagging and content personalisation.

“Over many years, Finantix Components have been used to support high quality advice and customer self- servicing for leading private banks and wealth managers worldwide. With the new offering, Finantix brings Artificial Intelligence to a domain specific context that is easy to implement regardless of the existing  platform, allowing firms to dramatically enhance adviser productivity, quality and compliance of advice, client intelligence and personalisation of their services.” commented Alessandro Tonchia, director and co-founder of Finantix.

Finantix AI Gears for Wealth
has been specifically designed to slot easily into any legacy or digital wealth management platform thanks to an API oriented and configurable architecture. At the same time, when adopted with the award-winning suite of Finantix Components, it can bring additional benefits and speed to market to private banks and wealth managers.

Finantix is organising a series of events in London, Zurich, Geneva and Tokyo to discuss how AI will affect wealth management and the benefits it can bring. More information on the events can be found on the Finantix website – http://www.finantix.com/news/events/.

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