AI powered Smart Advisor

AI-powered Smart Advisor makes life easier for FAs by reducing day-to-day efforts, saving time, and keeping clients happier with:

• Intelligent insights: Smart Advisor continuously scans multiple data sources for market data, events, and news. The AI engine determines market sentiments that affect overall portfolios. It manages numerous client portfolios at the same time.

• Improved portfolio returns: Smart Advisor augments and enhances advisors’ decision-making by suggesting the next best action. The advisor can choose to go with the recommendations provided by Smart Advisor or override them to take appropriate action on the most impacted stocks in the portfolio.

• Client focus: Smart Advisor facilitates better client relationship management and enhances advisor engagement through deeper understanding of clients’ expectations. Its underlying technology positions clients at the forefront and makes them the center of attention.

• Hyper-personalized interactions: Smart Advisor’s client-based intelligence around clients’ key life events such as birthdays, anniversaries, graduation, etc., based on social listening, enriches client conversations, and enables hyper-personalized communications. It suggests appropriate touchpoints to connect with clients, sets up meetings at regular intervals, prepares the agenda for these meetings, and keeps track of all past discussions as notes.

• Optimizes administrative tasks: Financial advisors need to perform numerous administrative tasks that have little value addition but could pose significant downside risk if done incorrectly. These repeatable, rule-based tasks — responding to queries, filing regulatory reports, etc. — are automated by Smart Advisor.

• Continuous learning: Smart Advisor enables continuous learning. It scans the latest products, regulatory updates, and macroeconomic trends. It subsequently understands this information to educate the financial advisor (sustainable investing based on ESG scores, investing in NFTs, etc.).

• Smart and fast: It optimizes advisors’ daily activities, generates insights by scanning the market 24/7, recommends the next best actions, and strengthens client relationships by facilitating FAs to engage with clients at a personalized level. Smart Advisor not just helps financial advisors save time, money, and effort, but improves accuracy and efficiency in their daily dealings.