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Published: Feb 11, 2025

AI personalisation for wealth advisory


A leading financial services company faced challenges in expanding its wealth management business, hindered by limited market insights, market volatility and low financial literacy among retail clients. To address these issues, NCS developed an AI-powered app that leverages natural language generation (NLG), predictive AI and chatbots to provide personalised insights and real-time access to comprehensive financial data. This enabled advisors to deliver bespoke investment recommendations and empowered clients to make informed decisions.
 

Key takeaways

  • NCS built an AI-driven app that gives wealth advisers instant and personalised client insights.
  • The app cut manual data analysis time by 30%, freeing up advisers to focus on relationships.
  • As a result, NCS’ client achieved a 100% customer satisfaction score and a 60% jump in new business subscriptions.
     

Challenge

Our client provides investment advice and innovative solutions to consumers and corporations. They wanted to empower their wealth advisors with advanced AI, automation, personalised insights and robust support systems to help clients make informed decisions and grow their business.
 

Solution

NCS developed a “Wealth Advisor Retail Smart List AI” app powered by cutting-edge technologies such as NLG, predictive AI and AI-powered chatbots. The app enables advisors to understand clients’ needs and preferences, providing real-time access to comprehensive financial data and facilitating better insights and decision-making.
 

Snapshot of capabilities

AI-powered NLP algorithms analyse client conversations, predictive AI models generate personalised recommendations and AI chatbots and workflow automation streamline operations.
 

Outcome

The app significantly enhanced client engagement and drove substantial business outcomes, including :

  • 100% customer satisfaction rate among surveyed users
  • 60% increase in new business subscriptions
  • 30% reduction in time spent on manual data analysis

The app drove revenue growth, enhancing client engagement with improved communication and earned the client a 100% customer satisfaction rating.

These achievements were further validated by industry recognition, with the app winning the 2022/23 IFTA Fintech Platinum Award and the 2024 Best Data Monetisation Award.
 

Summary

By combining natural language processing, predictive analytics and chatbot automation, NCS’s wealth advisor app transforms the way advisers serve their clients. It turns scattered financial data into real-time, actionable intelligence to boost engagement, accelerate revenue growth and earn industry acclaim. The app didn’t replace human wealth advisors; it enhanced their capabilities.


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