Wealth Management
High quality service experience in wealth management to increase trust and profitability
Humans and artificial intelligence working together to create people-centric solutions led by business teams, not technology teams.
Focus on high value activities
Maintain and grow ideal wealth management clients and assets under management (AUM) by connecting multiple AI solutions and data sources. Use more attributes to forecast your clients’ needs earlier. Personalize your approach at a client level to boost engagement.
Predict ideal wealth management clients that may churn
Retaining clients should not be a reactive guesswork. Predict with more precision ideal clients that may leave your firm and give your advisors time to prepare effective retention strategies.
Create efficient and proactive personalized wealth management services
Understand client behavior and enable your wealth managers to stay ahead of client needs to deepen relationships and increase engagement.
Tailor product offerings based on data insights
The best next product may not be simply one that clients are not yet using. Predict products to offer to each client based on their behavior and situation.
Improve compliance by automating client communications audit
Reduce time and increase the quality of audit by automating the review of client communications. Address any issues faster.
More of your critical data activated
Create transparency with a single, unified technology platform that gives wealth advisors the information they need without the hassle of getting to it.
Empower wealth management advisors with critical information at their fingertips
Advisors spend most of their day patching up data from different tools, across teams, just to have a client conversation. Reduce the “swivel chair” effect and increase productive client-facing time by giving your advisors up to date information in a single location.
Provide wealth advisors real-time data and access
Predictive data if not updated in real-time is not useful to your advisors in the field. Choose solutions that automate continuous learning from new data and human feedback.
Connect data from different front, middle, and back office tools
Connecting data from a multitude of systems should not be done manually by humans. Use the power of AI to intelligently connect relevant wealth management data without disrupting how you run your business.
Teams focused on what they do best
Empower teams across your firm with one AI Platform housing multiple solutions. A Connected AI platform means delivering a holistic understanding of your clients’ situation resulting in improved decisioning.
Do more with less, reduce costs, and simplify your tech stack.
Management
Help your leaders build lasting relationships with clients through personalized advice to maximize conversions and boost AUM growth over time. Enable them to maintain compliance standards to safeguard the firm’s reputation and client assets.
Relationship Manager
Focus your wealth advisors on achieving financial KPIs and contributing to the firm’s revenue growth by ensuring that client interactions meet regulatory compliance, paperwork handling is compliant, and advisors reduce their time spent on administrative tasks.
Your Client Data is Protected
- SOC2 and HIPAA Compliant
- Deployed in your environment, on-prem or cloud of your choice.
- Local (on-prem) LLM models within your firewall
- Granular user management and monitoring,
- Continuous documentation of data, AI models, performance and results
Human monitoring by business intelligence specialists, domain experts, and leaders. Human and AI, learning from each other and collaborating.
Integrated for Quick Deployment
Regardless of your tech stack, the TAZI AI Platform is designed to connect to any data source with structured and unstructured data.
Deployed in your own environment with more options to connect to existing systems.
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Personalized 30-Minute Demo. Discover how TAZI can transform your business with our generative and predictive AI solutions. In this tailored session, our AI and product experts will:
✓ Showcase real-world applications and benefits.
✓ Provide a detailed platform walkthrough.
✓ Offer actionable insights for your specific needs.