WealthForce.ai - The Empowered Relationship Manager (RM)
Navigate and present all customer information in one place with WealthForce.ai, a BIAN-compliant, AI-led and cloud-native wealth management platform designed for RMs.
WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey.
Successful implementation of WealthForce.ai has resulted in notable business impacts and observed benefits such as:
These numbers represent the benefits that our customers have experienced. Your results may differ.
Optimise Customer Management Efficiency through WealthForce.ai's comprehensive 4-pillar stratergy
WealthForce.ai provides RMs and financial advisors with a comprehensive 360-degree view of their customers, enabling efficient customer management. Our advanced technologies quickly enable RMs to optimise and customise portfolios based on individual client needs.
Our digital wealth management platform has AI tools embedded at relevant touch-points of both the RM and customer journeys. These are strcuturesd around the four core pillars of business growth providing a comprehensive toolkit that supports advisers and RMs at every stage.
Hyper Automation
Cognitive RPA for speed and accuracy of outcome
- Intelligent automation of operational processes with embedded AI and ML.
- Increased RM effectiveness via our single dynamic rule-based platform for multi-asset support.
- Generate rules, build campaigns, and measure cost-effectiveness with the Campaign 360 dashboard.
Hyper Personalisation
Sophisticated and modern customer experience
- Contextual AI Nudge engine for custom recommendations.
- AI-assisted portfolio optimiser with a custom 'What If' scenario analysis.
- Explainable AI with tailored ESG insights.
Superior experience
A holistic approach to customer care
- Custom 360-degree view of the portfolio health.
- AI & data triggers for informed investment decisions and effective wealth management strategies.
- AI driven customer engagement indicator.
Robust Compliance
Easy and secure compliance management
- Customisable rules and workflows for compliance management.
- Automated compliance checks for monitoring client accounts.
- Risk assessment and mitigation for better compliance management.
Looking to improve your client relationships and grow your business?
Discover how WealthForce.ai can help RMs achieve their goals in every step of the client's journey
New Business generation WealthForce.ai empowers RMs to leverage AI and data-driven recommendations for cross-selling, upselling, and providing personalised suggestions.
Personalised Customer Engagement Real-time 360-degree view of clients’ financial positioning, coupled with data-driven advisory tools that empower RMs with effective strategies for personalised engagements.
Enhanced planning and advisory Advanced tools such as Portfolio Attribution and Scenario Analysis empower RMs with invaluable insights to improve portfolio performance, and achieve better outcomes for their clients.
Robust compliance With real-time validation, enhanced supervision and compliance checks using the platform’s single dynamic rule-based platform, RMs can ensure regulatory compliance for various investment products.
Operational Excellence WealthForce.ai digitises RMs’ work, improving branch operations’ speed and accuracy. The platform offers multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual capabilities for diverse investment fund options.
Key Features
- ESG Analytics
- Portfolio Attribution
- Scenario Analytics
- Net New Money Transfer
- Look Through Analysis
Next-Gen Analytics
- Smart Nudges
- Product Recommendation
- Personalised Insights Builder
- Portfolio Health Check
- Intelligent Document Processing
AI Tools
Testimonials
"We had no doubt in our minds that the future is digital, and that Wealth Management & Trust Banking will play an increasingly important role in China Banks’ sustained profitability. We are pleased to have found the right partner for this endeavor in Intellect"
Patrick Cheng , CFO, China Bank
"We chose a technology vendor who has helped us achieve our goal. Intellect Design's wealth software from Bangkok shares our vision"
Dusanee Klewpatinontha, Head of Wealth Product & Consulting and Head of Private Banking, CIMB Thai Bank
"Intellect Design Arena Limited is a global leader in Financial Technology for Banking, Insurance and other Financial Services. With APIs ranging from - Customer onboarding, Portfolio Management, Risk and others, Intellect Design is leading the way in showcasing the power of the APIX API marketplace."
Manish Divaan, Managing Director, ASEAN Financial Innovation Network, AFIN.
One Pager: Empowering relationship managers to enable superior customer experiences : WealthForce.ai
Explore the potential of WealthForce.ai's capabilities and the impact our innovative digital wealth management platform can have on your business through this one-pager.
WealthForce.ai utilises the eMACH.ai technology stack as its underlying foundation
Experience the power of flexibility with our backend-agnostic digital layer, seamlessly integrating with any legacy core wealth management software for unparalleled adaptability!
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Why WealthForce.ai?
Over the course of three decades, we have developed deep domain expertise by working with global leaders in Banking, Wealth, Insurance & Financial Services. This has resulted in the creation of over 300+ distinct user journeys and 900+ APIs across 12 products and 5 platforms, with our Wealth division alone boasting over 270+ endpoints.
As the world's largest cloud-native API-led micro-services business for FinTech, IntellectAI is focused on data and intelligence, utilising advanced AI capabilities to create differentiation. Our wealth management product, powered by our eMACH architecture, AI tools, and deep learning models, aims to improve revenue, reduce costs, and streamline operations for wealth advisors, making their day-to-day tasks more efficient and streamlined.
Recent Accolades
Driving customer value & market leadership
The first step in the next generation of wealth management starts here
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