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Powered by generative AI, WMX is an enterprise-ready accelerator for building or augmenting existing wealth management solutions with drivers to increase lead conversion, advisor’s productivity and efficiency. By adopting a GenAI-first approach, WMX empowers advisors by having Wilma as an AI Assistant to focus on client relationships through improved lead engagement, client servicing, and generation of market research and insights.. By applying generative AI, WMX transforms mountains of documentation and client data, plus past behavior, into valuable insights, significantly enhancing advisors’ ability to drive actionable insights. Furthermore, to increase advisor’s productivity, Wilma AI Assistant summarizes key points, creates an email for the Advisor to edit and send at their discretion, and saves a note into some third-party integrated system like Salesforce.
Sold by: Publicis Sapient
Overview
Key Capabilities:
Contextual Generative AI Integration WMX applies generative AI across advisor-centric functionalities, boosting productivity and efficiency:
• Automated Action Item Extraction: Summarizes key points and action items from advisor-client conversations • Intelligent Lead Engagement: Identifies relevant content to engage leads effectively • Data-Driven Conversion Strategies: Generates clear calls-to-action based on historical data from similar clients
Advanced Conversational Experience and Summarization:
• Natural Language Queries: Ask WMX questions about ingested data and receive clear, concise answers in plain English • Insight Generation: Summarizes findings and generates relevant insights based on natural language inputs, elevating advisor productivity
Role-Based Access Control (RBAC):
• Implements permission-based access to documents and data ingested by the AI assistant • Ensures data security and compliance with organizational policies
Legal and Compliance Integration:
• Supports both pre- and post-processing of AI-generated responses • Customizable compliance checks tailored to enterprise-specific requirements and industry regulations
Modern Architecture with Customizability:
• WMX uses Microservices-based cloud-native architecture with flexibility, customization for enterprise-specific needs • It applies Enterprise RAG best practices for production-ready application (requires customization as per the enterprise’s requirements)
Highlights
- Single, unified conversational interface to query internal documents, research reports and client data using natural language. Built on embedded experience for adaptability with built in the core wealth advisor hub, which is central dashboard connecting across CRM, Trading, Financial Planning and other workflows.
- Generates clear calls-to-action based on historical data from similar clients powered by Generative AI. WMX uses Microservices-based cloud-native architecture with flexibility, customization for enterprise-specific needs
- It applies Enterprise RAG best practices for production-ready application covering prompt management, Multi-LLM support, pre/post response filtering, reranking, conversation history, hallucination prevention, and more. WMX has been built based our past experience of building wealth management platforms and it is adaptable as per enterprise standards. Customizable components tailored to enterprise-specific requirements and industry regulations
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