Reimagining Wealth and Asset Management

Wipro's WealthAI is a cutting-edge platform designed to revolutionize wealth and asset management by leveraging massive datasets and AI technology to enhance advisor-client relationships. This cloud-based "advise-the-advisor," cyber-risk-aware platform integrates AI and analytics with valuable data sources. It provides financial advisors with a comprehensive dashboard that delivers customized insights. WealthAI helps in building holistic client profiles by gathering data from both public and private sources, thus enabling both wealth and asset management advisors to offer personalized and resonant recommendations.

This wealth and asset management platform significantly boosts advisor productivity and client relationship engagement while reducing attrition rates. Its key capabilities include Intelligent Client Analytics, which uses AI-powered knowledge graphs to analyze client data and identify valuable prospects and investment preferences. The Hyper-Personalized Customer Experience tailors wealth management strategies to individual client needs, supported by robust insights. Unified Communication Management facilitates streamlined interactions across multiple communication channels, and Enhanced Efficiency allows advisors to quickly manage administrative tasks, reducing time spent by up to 90%.

WealthAI operates on data supplied by over 20 vendors and partnerships with Microsoft, Databricks, and Salesforce. It processes this data through thousands of customizable transformations to generate actionable insights. In addition to advisors, this AI in wealth management platform provides valuable intelligence to bankers, sales teams, and risk executives.