InvestCloud Unveils AI-enabled Solutions To Transform Wealth Management

KUALA LUMPUR, Aug 7 (Bernama) — InvestCloud, a global leader in wealth technology, has announced the first of a new generation of artificial intelligence (AI)-enabled solutions to help advisors increase productivity and deliver greater value to clients.

Available to new and existing clients, the new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, an AI-driven know your customer (KYC) risk screening and monitoring solutions provider, and Zocks, a privacy-first AI assistant for financial advisors.

“With this new generation of wealth solutions, starting with Intelligent Screening and Intelligent Meeting, we are leveraging data and AI in new ways to address the disjointed systems and fragmented data challenges that are precluding optimal outcomes for advisors and their clients.

“smartKYC and Zocks share our commitment to creating a smarter financial future, and with them we are enabling advisors to work smarter across the full client lifecycle and to foster deeper, more productive relationships,” said InvestCloud President, Digital Wealth, Dan Bjerke in a statement.

Intelligent Screening enables private banks and wealth managers to perform faster, more accurate and cost-effective due diligence across every stage of the client relationship, freeing advisors, relationship managers and compliance officers to focus on decision-making rather than manual research.

Meanwhile, Intelligent Meeting transforms the way advisors prepare for, track and follow through on discussions with clients, in which meeting preparation, note-taking, action-item tracking and post-meeting workflows are automated and infused with intelligence from disparate systems to enable advisors to focus on meaningful client interactions and reduce time-consuming administrative and manual tasks.

To power this new generation of intelligent solutions, InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows, insights and experiences, enabling best-in-class advisor productivity and client engagement while upholding the highest standards of data privacy and efficiency.

In late 2024, InvestCloud introduced a new strategic direction, setting its sights on creating a smarter future for wealth management, while also renewing its commitment to client excellence, integration and innovation.

— BERNAMA

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