Finantix brings artificial intelligence to wealth management

  • Oct 5, 2017

Finantix has launched Finantix AI Gears for Wealth – a collection of engines, tools and data structures that the firm says accelerate the injection of artificial intelligence into wealth management platforms.

The new offering aims to bring tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance for wealth managers, private banks and robo-advisers.

The main areas initially addressed by Finantix AI Gears for Wealth are: lead generation, automated client profiling and KYC; portfolio and financial planning optimisation; suitability and cross-border rule enforcement; next-best action determination; news tagging; and content personalisation.

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