Wealth is an emotive business
At the heart of wealth management are the Relationship Managers. WealthForce.ai is purpose-built to empower RMs with AI-driven insights, enabling hyper-personalised advisory, operational excellence, and seamless client experiences.
Enhance advisory capabilities while reducing manual touchpoints
WealthForce.ai redefines modern wealth management by combining AI-driven insights, built-in compliance, and seamless integration.
* The numbers presented represent the benefits that our customers have experienced; your results may differ
One Intelligent Platform for All Your Wealth Management Needs
Purpose-built to empower Relationship Managers, the platform enables financial institutions to deepen client trust, deliver meaningful advice, and drive sustainable growth.
At its core, WealthForce.ai is anchored in three transformative pillars:
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Hyper-Personalisation: AI-driven insights tailored to each client’s goals and journey
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Hyper-Automation: Eliminate routine tasks, enabling high-impact advisory
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Seamless Experience: Omnichannel, real-time engagement that feels effortless
Built on eMACH.ai (event-driven, microservices-enabled, API-led, cloud-native, headless), WealthForce.ai is a modern, enterprise-grade foundation that is:
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Integrates seamlessly with existing legacy systems
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Adapts flexibly to evolving business needs
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Ensures obsolescence protection and long-term value
“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
“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.
Empowering the Client Journey
With a BIAN-compliant system, WealthForce.ai ensures seamless interoperability and standardised processes and transforms every stage of the wealth management process:
Empower Relationship Managers to Deliver More - Every Day!
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