BANKS AND TRUSTS
Run Modern Wealth Management Operations
Without Compromise
Deliver white-glove client experiences, accelerate growth, and modernize operations—without adding operational complexity.
Schedule a DemoDrive Growth. Boost Productivity. Elevate Client Experience.
Grow Your Topline — Organic & Inorganic
Accelerate organic growth with unified onboarding and unlock inorganic growth with seamless advisor transitions that get assets live faster.
Improve Your Bottomline
Eliminate manual tasks, reduce NIGO errors, and save hours every week with AI-driven servicing and a unified advisor desktop.
Deliver Personalized, High-Touch Experiences
Combine deep client insights with seamless workflows to provide proactive, modern engagement—without adding complexity.
Increase
in Advisor and Operations Productivity
Faster
End-to-End Straight-Through Processing
Reduction
in Client Servicing Costs
Explore Our Engagement AI Solutions for Banks & Trusts
Power Every Advisor, Every Interaction, Every Day with AI Companion
Your teams balance client expectations, compliance requirements, and operational demands every day. Our AI-powered Companion helps them execute every critical task faster, more efficiently, and with complete confidence.
Accelerate Client Onboarding and Ensure Compliance
Eliminate manual bottlenecks and compliance delays that slow client acquisition and frustrate high-value clients. Automate KYC, AML checks, and document verification to reduce onboarding timelines while ensuring compliance with Unified Onboarding. Our AI Companion automatically prepares onboarding summaries, tracks outstanding items, and triggers workflows—so your advisors can focus on building client relationships instead of chasing paperwork.
Deliver Faster, More Personalized Client Servicing
Overcome legacy system limitations and meet rising client expectations for seamless, responsive service with Seamless Account Servicing. Automate servicing workflows—from account updates to money movement—to reduce turnaround times and operational overhead. Our AI Companion surfaces servicing alerts, recommends next-best actions, and initiates requests instantly—empowering advisors to deliver proactive, personalized support at scale.
Enable Smarter Investment Decisions and Portfolio Management
Equip advisors with timely intelligence to guide client portfolios and respond confidently to market dynamics with Universal Desktop. Monitor portfolios, risks, and opportunities with real-time insights delivered directly within your advisor desktop. Deliver data-driven advice backed by unified client and market intelligence—without switching between systems.
Strengthen Client Relationships and Drive Organic Growth
Provide advisors with complete visibility into client relationships, goals, and engagement history to enable meaningful conversations. Identify cross-sell and upsell opportunities using unified client intelligence and AI-powered recommendations. Our AI Companion prepares meeting briefs, generates follow-ups, and surfaces growth opportunities—helping advisors deepen relationships and grow assets under management.
Modernize Technology Without Disrupting Your Ecosystem
Integrate seamlessly with your CRM, custodians, compliance platforms, and core systems using pre-built connectors. Eliminate data silos by unifying fragmented client and operational data into a single trusted source. Accelerate digital transformation with AI-powered automation, without large-scale system replacement.
Improve Operational Efficiency and Scale with Confidence
Enable your firm to grow efficiently while maintaining the highest levels of service quality and compliance. Ensure accuracy, auditability, and compliance across every onboarding, servicing, and advisory workflow. Improve advisor productivity and increase capacity to serve more clients without adding operational overhead.
Modernize Wealth Management Without Sacrificing Client Experience
Deliver exceptional service, empower your advisors, and transform your wealth operations with AI built for Banks and Trusts.