IND // Industry · Wealth Managers

AI systems and client journeys for discretionary and advisory wealth firms.

Mandates, portfolios, adviser productivity and long-horizon client life — for wealth managers, family offices and RIAs.

Firms in this categorySt. James's Place-styleRathbones-styleBrooks Macdonald-stylefamily offices

Where firms in this vertical hurt

The specific reality of running this business.

Advisers are the bottleneck

The best advisers are stretched; the average adviser lacks the tools to operate at their level.

Client relationships aren't systematised

Review cadence, life-event triggers and cross-sell moments live in individual advisers' heads.

Portfolios drift between reviews

Between quarterly reviews, allocations wander far from mandate — with no continuous check.

Financial Intelligence — for this vertical

Portfolio drift, rebalancing, tax-loss harvesting and mandate monitoring for wealth and asset-management arms.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

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