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eMACH.ai
Wealth - Financial Advisor
The World’s First AI Office for Relationship Managers
RM Office - your digital engine that transforms every wealth client interaction into a moment of trust, relevance and growth
Case study
Designed for Advisor Productivity
Trusted by private and wealth banks to empower RMs with real-time insights, structured workflows, and a complete view of client relationships.
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PBCs – Packaged Business Capabilities
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Microservices
481
APIs
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Events
Key Trends Shaping Wealth Management
Technology and customer expectations are driving transformation
Instant Intelligence
On-demand responses with hyper-personalized recommendations powered by real-time data
Hybrid Advisory
Seamlessly blend human empathy with digital tools that enhance every interaction
AI Curation
Explainable intelligence that filters noise and surfaces actionable insights
Embedded Compliance
Regulatory-aligned conversations with automated suitability checks and audit trails
Time Optimization
Hyper-automation that reduces prep time and accelerates review cycles
Advisors Need Clarity, Not Complexity
Relationship Managers must deliver faster, clearer, and more personalised advice in an era of rising expectations.
Single View of the Client
Access consolidated client profiles, portfolios, interactions, and opportunities in one place.
Higher Advisor Productivity
Streamline daily activities, follow-ups, and reviews with guided workflows and alerts.
Actionable Insights
Turn data into timely recommendations with real-time portfolio and risk insights.
Built-In Compliance Confidence
Execute every action within approved policies and audit-ready workflows.
Modern Lenders Aspire to Deliver Excellence
While maintaining operational excellence and driving sustainable growth
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More Time with Clients
Automated data prep eliminates hours of meeting preparation
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Instant Insights
Real-time signals help RMs start high-value discussions immediately
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Confident Recommendations
AI-driven personalization across entire client portfolios
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Explainable Trust
Clear reasoning supporting every suitability and compliance decision
A Unified Workbench for Relationship-Led Advisory
An intelligent, role-based RM workspace that brings clients, portfolios, tasks, and compliance together—enabling advisors to manage complexity with clarity and confidence.
eMACH.ai Wealth – Financial Advisor is a role-based, intelligent workbench designed specifically for relationship managers in private banking and wealth management.
It provides a unified view of client relationships, portfolios, transactions, tasks, and compliance requirements—enabling advisors to manage complex client needs with speed, accuracy, and confidence.
Integrated seamlessly with the broader Wealth Management platform, RM Office combines real-time data, configurable workflows, and contextual insights to support advisory-led engagement.
From client onboarding and portfolio reviews to opportunity tracking and servicing, the platform helps RMs stay proactive, organized, and compliant—while delivering consistent, high-quality client experiences.
Most Relationship Managers still spend up to 80% of their day on administrative tasks rather than providing advice. WealthForce RM Office is designed to reverse this – giving advisors more time with clients, clearer insight, and explainable intelligence that supports every recommendation.
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OVERVIEW
The RM Office is a suite of AI Digital Experts that work alongside relationship managers, anticipating needs, preparing meetings, analysing portfolios and curating personalised insights in seconds.
Built on eMACH.ai and powered by PurpleFabric.ai, it connects every advisor action to enterprise intelligence – creating a seamless bridge between human judgment and AI precision.
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AI Powered Command Center that Transforms RM Performance
From Admin to Advisory, Every RM gets their own AI team, working 24/7 to amplify expertise and maximize impact
1. RM Meeting Preparation
Automatically summarizes client portfolios, past conversation history, and relevant market events into ready-to-use briefs
Business Impact
Saves 70% of time per meeting, allowing for more focused and meaningful client dialogue
2. RM Day Optimiser
Uses AI to plan and prioritise daily activities for maximum impact
Business Impact
40 % higher productivity, less administrative load
3. Prospect Match Expert
Identifies and prioritizes high-potential leads by matching them with the firm’s ideal client profile
Business Impact
Significantly improves acquisition efficiency and lead-to-client conversion rates
4. Suitability & Compliance Guardian
Embeds real-time suitability checks into the advisory workflow through a 3-D framework (Customer, Policy, Regulation)
Business Impact
Ensures zero audit exceptions by making compliance a daily operating requirement rather than an afterthought
5. Personalised Insights Builder
Scans market data to match specific client holdings with timely updates and breaking news
Business Impact
Ensures every conversation is contextual and highly relevant to the client’s current portfolio
6. Prospect & Product Propensity Engine
Uses predictive AI to identify which clients are most likely to engage with specific new products
Business Impact
Drives smarter targeting and increases the success rate of cross-selling activities
7. Client 360 & Engagement Indicator
Aggregates behavioural, portfolio, and sentiment data into a single, trusted “Health Score”
Business Impact
Provides an “early warning system” for churn risk and identifies opportunities to strengthen relationship health
8. RM Office Digital Experts
eMACH.ai Wealth – Financial Advisor uses explainable intelligence, Purple Fabric, to support advisors with insight that is embedded – not added. It learns from three connected knowledge layers – Enterprise Knowledge Garden – that mirror how advisors think:
- Public Knowledge: Market data, research and regulatory information.
- Internal Knowledge: Product, compliance and institutional expertise.
- Private Client Knowledge: Portfolios, preferences and past interactions.
Business Impact
Builds client confidence and ensures every recommendation is ready for regulatory scrutiny
9. Explainable by Design
- Every recommendation is supported by clear reasoning, lineage, and confidence levels – making insights transparent, auditable and ready for regulatory scrutiny
- This is intelligence that advisors can rely on: contextual, trustworthy and built to inspire confidence
- RM Office turns intelligence into intuition-supporting advisors with clarity, speed and trust
Business Impact
- Adaptive: Learns from every interaction
- Explainable: Every insight includes its rationale
- Trusted: Compliance and confidence built in
Why Wealth Leaders choose eMACH.ai Wealth - Financial Advisor
AI-driven RM Office for wealth management empowering relationship managers with real-time insights, hyper-automation to boost productivity for RMs
Advisor-First Experience
The Difference: Unlike traditional platforms that are built around back-office functions, RM Office is built specifically for the Relationship Manager’s needs.
The Advantage: It is designed to reverse the industry standard where RMs spend 80% of their day on administrative tasks, allowing them to lead with conversation rather than data preparation.
Explainable by Design
The Difference: Every AI-driven recommendation includes clear reasoning, lineage and confidence levels for traceability
The Advantage: This “explainable intelligence” provides advisors with auditable reasoning that supports suitability checks and aligns with Consumer Duty expectations.
The Enterprise Knowledge Garden
The Difference: The platform embeds intelligence through three connected layers: Public (market data), Internal (institutional expertise), and Private (client preferences).
The Advantage: This creates a continuous intelligence loop where every advisor action strengthens the system, ensuring insights are always contextual and trustworthy.
Composable eMACH.ai Foundation
The Difference: Built on a modular, API-first architecture that integrates effortlessly with existing CRM and core banking systems.
The Advantage Deployment is agile; modular workflows can be activated progressively, allowing firms to go live with specific RM-ready tools in weeks.
Humanised "Warm-Tech" Interface
The Difference: The user experience is designed to feel like a partner, not a technical tool, using “warm-tech” interfaces.
The Advantage: By humanizing the technology, the platform makes AI feel trusted and intuitive, which accelerates advisor adoption and improves client confidence.
Outcome-Proven Scalability
The Difference: The platform delivers measurable performance improvements across global wealth enterprises.
The Advantage: Verified metrics include a +40% increase in client coverage, 80% faster review cycles, and 95% Straight-Through Processing (STP).
AI Powered Digital Experts across the complete Wealth Management Journey
RM Office – your digital engine that transforms every wealth client interaction into a moment of trust, relevance and growth
Acquisition Digital Experts
- 1. Campaign Management – Potential to Buy
- 2. Prospect Management – Intelligent Match
- 3. Demographic Analysis. – Persona Matching
- 4. Financial Review – Insights & Wallets Share
- 5. Due Diligence – Triangulation & Validation
Business Impact
- 20 % higher acquisition efficiency
Onboarding Digital Experts
- 1. Letter of Authority – Wealth
- 2. Suitability Letter – ESG,& Product Fitment
- 3. KYC – Due Diligence
- 4. Financial Planning – Product Recos
- 5. Account Opening – Yield Calculations
Business Impact
70 % higher onboarding efficiency
Nurture Digital Experts
- 1. Advice Assistant – Chat
- 2. Business Assurance
- 3. Complaints – Case Management
- 4. Regulatory Supervision
- 5. RM Meeting Preparation
Business Impact
Engaged, informed conversations
Maximise Digital Experts
- 1. Client 360 degree view
- 2. Product Propensity – Up-Sell and Cross-Sell
- 3. Insights – Personalized Updates
- 4. Nudges – Contextual Nudges
- 5. Objective Tracking
Business Impact
- 30% uplift in cross-sell
RM Day Optimizer
Prioritises schedules and tasks
- 1. Agent Name
- 2. Agent Name
- 3. Agent Name
Business Impact
40 % productivity boost
Financial Planning
Smart and intelligent product recommendations
- 1. Agent Name
- 2. Agent Name
- 3. Agent Name
Business Impact
20 % business growth
Frequently Asked Questions
What exactly does the RM Office include ?
eMACH.ai Wealth – Financial Advisor is a comprehensive RM Front Office product that supports the entire advisory lifecycle—from client meeting preparation and portfolio reviews to ongoing engagement—all powered by a suite of AI Digital Experts.
Can the RM Office integrate with our existing CRM and Core systems ?
Yes. Its API-first architecture is designed for seamless and secure integration with your existing CRM, Customer onboarding and Wealth Management platforms. This composable design ensures that you can extend your current capabilities without a “rip-and-replace” overhaul. It redefines what Relationship Managers can achieve as Advisers by turning intelligence into a practical, everyday advantage.
How does the platform support Compliance and Consumer Duty ?
Modular deployment on eMACH.ai allows go-live in weeks with progressive workflow activation.
What makes the AI "Explainable" to a client ?
Unlike “black-box” AI, our Explainable AI Digital Expert presents the rationale behind every suggestion in plain language. This includes the data lineage and confidence levels, allowing advisors to explain why a recommendation was made, thereby building deeper client trust.
Is the platform secure for highly sensitive client data ?
Absolutely. It runs on Intellect’s enterprise-grade and secure data governance framework. It is specifically built to protect confidential client and portfolio information through rigorous security protocols.
How quickly can we deploy the RM Office across our enterprise ?
Because it is built on the eMACH.ai modular architecture, firms can go live in weeks. You can choose to activate specific RM-ready workflows progressively, allowing for a phased and low-risk rollout.
How does it help RMs spend less time on administration ?
The platform uses hyper-automation to handle the “heavy lifting”—from automated data preparation and meeting briefs to portfolio summaries. This reverses the 80/20 task split, giving advisors up to 70% more time to focus on high-value client engagement.
How does the platform learn and adapt to our advisors' needs ?
The RM Office uses an Enterprise Knowledge Garden that learns from three layers: Public market data, Internal institutional expertise, and Private client preferences. This creates a continuous intelligence loop where the system becomes smarter with every interaction
Delivering Tangible Impact Across Global Banks
Private Bank Improves RM Productivity
A leading private bank deployed RM Office to unify advisor workflows and client views—resulting in faster client servicing, improved review quality, and higher advisor efficiency.
Wealth Firm Enhances Relationship Depth
By equipping RMs with real-time insights and structured workflows, a wealth firm strengthened client engagement and improved advisory consistency across teams.
Recognized Excellence
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