Measured outcomes
Pre-meeting prep time: down 47%
Cross-sell opportunity surfacing: 2.4× pre-deployment rate
Advisor capacity per client: +22%
1,800 advisors trained + active
A private bank’s 1,800 wealth advisors managed complex multi-account, multi-generation client relationships. Pre-meeting prep took hours per client.
Now Assist grounded on client-portfolio data + research. Generates pre-meeting briefings, cross-sell suggestions, and life-event alerts. Compliance-aware (no recommendations outside KYC parameters).
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