Wealth Management

Your clients' portfolios don't sleep. Neither should their support.

AI agents and multilingual specialists that handle portfolio inquiries, account servicing, and advisor scheduling in 65+ languages — with the discretion high-net-worth clients expect.

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What happens when a customer reaches out

Real scenarios, resolved by AI agents in real time.

Phone

"I need to discuss rebalancing my portfolio"

Advisor scheduling is the top inbound request

  1. Client calls requesting a portfolio review appointment
  2. AI confirms client identity and pulls current allocation summary
  3. Checks advisor calendar and offers three available time slots
  4. Books appointment and sends calendar invite with portfolio snapshot
Handled without escalation meeting scheduled
Email

"I want to move funds to my trust account"

Complex account servicing request

  1. Client emails in French requesting an internal transfer to trust
  2. AI verifies trust account details and transfer authorization on file
  3. Prepares transfer request with required documentation checklist
  4. Routes to operations team with all details pre-assembled
Request prepared and routed transfer initiated
Live Chat

"What's the tax impact of selling these positions?"

Tax-loss harvesting inquiry during volatile markets

  1. Client opens chat in Mandarin about capital gains implications
  2. AI retrieves cost basis and holding period for specified positions
  3. Provides general tax lot information and short vs. long-term status
  4. Recommends scheduling a call with their advisor for tax strategy
Guidance provided advisor call booked
WhatsApp

"Can you send me my quarterly statement?"

Document request — straightforward but frequent

  1. Client messages in Portuguese requesting their Q3 statement
  2. AI verifies identity and locates the most recent quarterly report
  3. Sends secure download link to encrypted document portal
  4. Confirms client received and opened the statement
Instant resolution statement delivered

Your global support team

AI handles volume. These are the people behind the hard stuff.

65+ Languages

  • Native-speaking agents in English, Spanish, Mandarin, and 60+ more
  • Real-time AI translation for rare language pairs
  • Cultural context training for every market we serve

Follow-the-Sun Coverage

  • Operations in Philippines, Colombia, Pakistan, and 6 more countries
  • Seamless handoff between time zones with shared context
  • Holiday and weekend coverage without overtime costs

Wealth Management Specialists

  • Series 7 and Series 66 awareness for compliant client communication boundaries
  • Experienced with platforms: Salesforce Wealth, Orion, Black Diamond, Addepar
  • Trained in white-glove service standards for UHNW and family office clients

Regulatory Compliance Built In

  • SEC and FINRA communication archiving and supervision requirements
  • Regulation Best Interest (Reg BI) disclosure and documentation protocols
  • Anti-money laundering (AML) enhanced due diligence for large transactions
  • Fiduciary standard awareness in all client-facing communications

See how AI elevates your client service without compliance risk

We'll demonstrate advisor scheduling, account servicing, and document delivery with your platform.

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