Wealth management
RM sales assistant
A copilot that answers product, portfolio and market questions and preps every client conversation.
20–30%
more effective RM selling capacity
Industries · Wealth advisory
GenAI & analytics for wealth advisory — grow, streamline, de-risk.
A data-rich business of research, filings, client calls and interactions is ideal fuel for GenAI — to scale advisor and analyst capacity without linear headcount growth.
Three value levers
Why wealth advisory is well placed to capture GenAI value.
01
Grow
Personalised upsell and cross-sell, wider research coverage, sharper RM conversations.
02
Streamline
Faster onboarding, unified incentives, automated audit and lower cost-to-serve.
03
De-risk
Compliance surveillance, mis-selling detection and early warning on risk.
Where AI adds value
Across every business function.
Wealth management
RM productivity, personalised advice, upsell and cross-sell
Institutional equities & research
Faster, wider research coverage and idea distribution
Investment banking
Faster pitchbooks, DRHP drafting and due diligence
Financial products distribution
Recommendation-driven cross-sell and AUM growth
Retail broking
Self-serve support, onboarding and scale efficiency
Sales ops & finance
Unified incentives, MIS and payout automation
Risk management
Early warning, exposure surveillance, loss avoidance
Compliance & audit
Surveillance, RCM, audit execution, penalty avoidance
High-impact use cases
Seven solutions, mapped to the business.
Distribution
Personalised upsell & cross-sell
Propensity and suitability models score each client for the next-best offering, with reasons.
10–20%
uplift in cross-sell conversion
Sales & support QA
Audio call analysis
Low-cost speech-to-text and LLM scoring of every pitch and support call.
100%
call coverage vs sample-based QA
Institutional research
Equity research copilot
Ingests filings, transcripts and news to draft notes, extract data and surface signals.
30–50%
less analyst time per note
Sales ops & finance
Incentive calculator
One configurable engine for multi-plan schemes, with transparent payouts and what-if.
Zero
manual payout errors and disputes
Operations & compliance
KYC onboarding automation
Document extraction, face match, AML screening and straight-through processing.
40–60%
faster onboarding
Compliance & audit
Regulatory compliance assistant
Tracks SEBI and exchange changes, drafts the RCM and assists audit execution.
60%+
less manual audit effort
Indicative figures based on comparable engagements; every figure is validated against your baseline during the prove phase.
How we have solved it
A glimpse of what we have built.
Case study · Relationship managers
RM assistant: one chat, five agents
Product knowledge, customer persona, portfolio analysis, and target & incentives agents feed one simple chat — with a sales-coach agent improving the other four.
5
specialist agents
1
simple chat for RMs
NL
plain-language answers
Case study · Customer 360
Customer persona information agent
One shared customer knowledge layer that answers plain-language questions, so outbound offers, in-app chat and future apps all see the customer the same way.
20M
customer profiles
1
shared layer
Every
app plugs in
Ready framework · SMS parsing
Bank SMS into structured data, privately
A purpose-built model trained on 34K–45K real financial SMS turns any message into clean data for cross-sell and early risk signals, inside your own cloud.
98%+
accuracy
20–30×
lower cost than APIs
100+
SMS per second
Case study · Sales & finance
Incentive calculation automation
Raw sales data turned into accurate, on-time commission payouts — tiered, split or performance-based — with manager approval and transparent reporting.
Zero
spreadsheets
Real-time
quota visibility
No
rip-and-replace
Let's pick the first use case to prove. Prioritise, prove, scale.
Rank use cases on impact, effort and data readiness, prove one or two on your real data, then scale with governance and monitoring.