Wealth Management Accelerator (WMX): 8-Wk Proof of Concept

Our Wealth Management Accelerator (WMX), a cutting-edge solution engineered to address the unique challenges of wealth managers and advisors. WMX harnesses the power of GenAI to supercharge sales functions and lead acquisitions. Built on the robust Azure platform, WMX integrates the Azure OpenAI LLM to create a unified conversational interface, enabling advisors to effortlessly access documents and client data using natural language.

By applying Generative AI, WMX transforms extensive documentation and client data into valuable insights, significantly enhancing workflow efficiency. It effectively addresses the challenge of managing a vast array of research reports, internal documents, and dispersed client financial data. WMX empowers advisors to automate operational activities, deliver insightful research and analysis, and seamlessly integrate into their existing ecosystem with the added assurance of Azure AI security guardrails and adherence to Responsible AI principles.

Final price based upon scope.