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    Empower your Relationship Managers to provide superior advisory services

    Place your Relationship Managers at the center, equipping them with AI-driven tools to deliver hyper-personalized advice, enhance customer engagement, and streamline operations

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    Enhance advisory capabilities while reducing manual touchpoints

    Intellect Wealth provides hyper personalisation & hyper automation to customers to provide an enhanced customer experience with a robust compliance framework.

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    gain in operational efficiency

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    gain in portfolio review time

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    gain in relationship manager to customer ratio

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    gain in customer base YOY

    AI-Powered Wealth Management Redefined

    The Intellect Wealth Platform uses AI to simplify decision-making and enhance your wealth management services. By automating routine tasks and providing real-time insights, it allows you to focus on building stronger client relationships, while ensuring compliance and operational efficiency.

    End-end AI-powered wealth management platform designed to empower Relationship Managers to provide superior advisory services through hyper-personalization, hyper-automation, and better customer experience

    Built on the eMACH.ai architecture it ensures scalability, flexibility, and seamless integration with any existing systems.

    abon

    “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 Bank’s sustained profitability. We are pleased to have found the right partner for this endeavor in Intellect”

    Patrick Cheng,

    CFO, China Bank

    Benefits

    Explore Generative AI to improve underwriter productivity

    Hyper-Personalization

    Provides real-time, AI-driven insights to deliver tailored, data-driven financial advice, ensuring each client receives personalized solutions aligned with their goals

    Hyper-Automation

    Automates routine tasks and streamlines workflows, empowering RMs to focus on strategic client engagements and increasing overall productivity

    Seamless Regulatory Compliance

    Ensures adherence to regulations with automated compliance checks, customizable workflows, and real-time risk monitoring, reducing compliance-related risks

    Superior User Experience

    Offers a unified 360-degree view of clients and intuitive tools, enhancing client engagement and enabling RMs to provide seamless, high-quality advisory services

    Video

    Give your Relationship Manager the right technology boost they need

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    Success Story

    Success Story

    Discover how St. James’s Place used Eggplant Test to accelerate their...

    St. James’s Place (SJP) is one of the UK’s largest, advice-led wealth management companies. SJP advise over 917,000 clients…

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    Tech Talk

    Tech Talk

    Fireside chat Laila and Jim Cleaver

    Customer Conversations – SJP Wealth Management

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    Downloads

    Downloads

    Empower Clients, Transform Relationships

    Download Intellect Client App overview which offers unparalleled transparency, modern wealth management experience.

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    Webinar
    Join our exclusive webinar to find out how to transform core banking in just 90 days

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