Proactive wealth management, powered by agentic AI
As a wealth advisor, your greatest value lies in building trust through personalized experiences and meaningful, empathetic conversations. However, industry research indicates that while clients desire more frequent and tailored communication, most of an advisor’s time is spent on non-client-facing tasks.
Imagine transforming this reality with agentic AI for wealth advisory. Hexaware AgentVerse for Financial Services—Investment Guidance, an agentic AI-powered solution for wealth advisors built on Salesforce’s Agentforce platform, reimagines advisor workflows to deliver exceptional, human-centered service at scale.
Why Choose Agentic AI for Wealth Advisory?
Hexaware’s agentic AI solutions autonomously analyze vast data sets to identify key impact areas, delivering real-time, personalized insights and actionable recommendations. Advisors are empowered with context-rich communications, ensuring every client interaction is proactive, relevant, and impactful.
Key Benefits
- 4X increase in personalized client communication frequency
- Up to 80% reduction in administrative workload
- Up to 60% reduction in portfolio management time
- Up to 50% improvement in client meeting efficacy
- Real-time touchpoints for enhanced engagement
- Improved client retention and satisfaction
- Automated compliance and reporting
- More time for strategic, relationship-driven engagement
- Seamless integration with existing systems and APIs
Our agentic AI-powered solution integrates effortlessly with planning tools, portfolio systems, and tax software, unifying data for holistic insights and smarter, AI-driven portfolio management decisions.
Hexaware’s agentic AI solutions on Salesforce empower wealth advisors to deliver hyper-personalized, proactive service—freeing up more time for what matters most: building lasting client relationships.
Ready to transform your wealth advisory practice? Download the flyer and see how agentic AI for wealth advisory can elevate your client experience.
