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 platform designed for RMs.
Request demo
Navigate and present all customer information in one place with WealthForce.AI, a BIAN-compliant, AI led and cloud-native Wealth platform designed for RMs.
Request demo
Successful implementation of WealthForce.AI has resulted in noted business impacts and observed benefits such as:
The numbers presented represent the benefits that our customers have experienced, your results may differ
Explore the potential of WealthForce.AI's capabilities and the impact it can have on your business through this one-pager.
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 RM’s to optimize and customize portfolios based on individual client needs.
The platform has embedded AI tools at relevant touch-points of the RM and Customer journeys, bundled within each of the three core pillars of business growth providing an end-to-end toolkit for helping advisers and RMs in every step of their way.
Cognitive RPA for speed and accuracy of outcome
Sophisticated and modern customer experience
A holistic approach to customer care
Easy and secure compliance management
Discover how WealthForce.AI can help RMs achieve their goals in every step of the client journey (benefits to RM)
New Business generation WealthForce.AI empowers RMs to leverage AI and data-driven recommendations for cross-selling, upselling, and providing personalized suggestions.
Personalized Customer Engagement Real-time 360-degree of clients’ financial positioning coupled with data driven advisory tools empower RMs with effective strategies for personalized 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 digitizes RMs work, improving branch operations with speed and accuracy. The platform offers multi-currency, multi-asset, multi-region, multi-tenancy, and multilingual capabilities for diverse investment fund option.
Next gen Analytics
AI Tools
"We had no doubt in our mind that the future is digital, and that Wealth Management and 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 We chose a technology vendor who has helped us achieve our goal, Intellect Design 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.
Experience the power of flexibility with our backend-agnostic digital layer, seamlessly integrating with any legacy core wealth systems for unparalleled adaptability!
Events
Microservices
API
Cloud
Headless
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+ end points.
As the world's largest cloud-native API-led micro-services business for FinTech, IntellectAI is focused on data and intelligence, utilizing advanced AI capabilities to create differentiation. Our solution, 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.
Driving customer value & market leadership
The first step in the next generation of wealth management starts here
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