Powered by Wipro’s ai360 ecosystem, WealthAI is a cutting-edge AI-driven wealth and asset management offering that redefines the landscape of wealth management.
WealthAI is a cloud-deployed “advise-the-advisor” platform that integrates AI and analytics processes with high-value data sources, generating and delivering insights through a customized dashboard. By mapping real-life events and intelligently connecting them to relevant investment advice, WealthAI delivers a customer experience that is truly unparalleled. It eliminates outdated practices like mis-selling and ensures that every recommendation aligns with the client's risk profile, thereby enhancing credibility and fostering organized wealth creation.
Among its many benefits, WealthAI delivers:
WealthAI puts actionable insights at the fingertips of financial advisors, transforming the way they serve clients across all wealth segments.
Across numerous financial use cases — wealth management, asset management, risk and compliance, investment banking, and more — firms have a massive opportunity to unlock new value through intelligent data solutions. With WealthAI’s unprecedented capabilities, financial firms can build the technology foundation for an ambitious data-driven advisory practice, generate actionable insights, and distribute those insights in real time to advisors and clients alike.
Key Capabilities
How it Works
WealthAI is not just an advisor-facing platform, but a comprehensive solution built around massive datasets supplied by 20+ data vendors and supported by solution partners such as Microsoft, Databricks, and Salesforce. On top of this internal and external data, WealthAI layers thousands customizable data transformations (i.e., AI models/rules and data analytics capabilities) to turn raw data into clear insights.
At the heart of Wipro’s WealthAI solution is an unprecedented synergy of rich data sources, including:
By unlocking the firm’s entire information landscape, WealthAI empowers asset and wealth managers to understand raw data regarding the complex real-world dynamics (relevant products, critical life events, financial goals, etc.) that drive client decisions. WealthAI deploys AI and advanced data analytics to unpack hidden data connections and deliver actionable insights. These insights extend far beyond the relationship between advisors/asset managers and clients/prospects, providing meaningful, actionable insights to bankers, sales/marketing teams, risk executives, and other client-facing staff.
WealthAI Accelerators
Our accelerators provide seamless, real-time, integrated insights across various platforms to enhance decision-making, productivity, and business intelligence for financial industry stakeholders. Clients can take advantage of knowledge graphs built on relevant internal and external data, customizable data science models, complex event processing logic, and natural language generation techniques. These accelerators are designed to transform data into a strategic advantage effortlessly.
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