Wealth Management
Wealth management is becoming increasingly sophisticated, with clients expecting more personalized and responsive service. The AI-driven tools of Sirius AI empowers wealth managers to deliver bespoke financial advice, automate time-consuming tasks, and offer deep, actionable insights.
Wealth Management Industry, at the moment!
$6 Tn
worth of wealth managed by AI-driven wealth management platforms by 2027
88%
of the manual workload can be reduced by AI-based automation in wealth management firms
34%
enhancement in front-office productivity via predictive insights generation
$6 Tn
worth of funds will be manage by AI-based Robo advisors by 2027
How to reinvent wealth management
Redefining Client Experience
- AI powered Portfolio Management
- Tailored Client Insights and Reporting
- AI driven Financial Planning and Analysis
Redefining Client Experience
- Enhanced client satisfaction leading to more than 25% customer retention
- With portfolio optimization, a potential 20% boost in assets under management can be recorded
- 100% client data analysis to provide hyper-personalized portfolio recommendations
Safer, Smarter and Faster Markets
- Predicting Market Fluctuations
- Ai-powered data-driven Insights generation
- Automated Risk Mitigation
Safer, Smarter and Faster Markets
- Up to 25% reduction in portfolio losses during volatile periods, protecting client wealth and building trust
- ~15% improvements in portfolio returns via timely market adjustments and risk management
- Effective risk mitigation leading to 40% accurate market forecasts
Enhancing Compliance Operations
- Automated ESG Reporting
- AI driven Regulatory Compliance Monitoring Risk based Auditing
Enhancing Compliance Operations
- Firms can streamline reporting processes by 60%
- Aligning investments with global sustainability goals while reducing regulatory risks up to 30%
- ~15% increase in ESG-aligned capital inflows from ESG forward investors