CASE STUDY

Private Bank: Now Assist for Wealth Advisor Productivity

A private bank deployed Now Assist on its 1,800 wealth advisors. Client-meeting prep time reduced 47%; cross-sell opportunity surfacing automated.

May 9, 2026 · 2 min read · By admin

At a glance

Industry: BFSI
Topics: CSM · Now Intelligence / AI
Published: May 2026
Headline outcome: 47% Pre-meeting prep time: down 47%

Measured outcomes

What this programme actually delivered.

47%

Pre-meeting prep time: down 47%

2.4

Cross-sell opportunity surfacing: 2.4× pre-deployment rate

+22%

Advisor capacity per client: +22%

1,800

1,800 advisors trained + active

The challenge

A private bank’s 1,800 wealth advisors managed complex multi-account, multi-generation client relationships. Pre-meeting prep took hours per client.

What we built

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).

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

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Private Bank: Now Assist for Wealth Advisor Productivity

What this programme actually delivered.

The challenge

What we built

Outcomes

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