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.