WealthAi launches AI-driven client management solution

WealthAi has announced the launch of an AI-powered client management solution for wealth managers and private banks.

WealthAi Client File is aimed at replacing fragmented records, disconnected notes, and generic CRM systems with a single client record.

The tool will be integrated into the WealthAi Assistant, and will continuously update from meetings, live data feeds and WealthAi's AI notetaker.

It will automatically capture notes, conversations, documents, and portfolio updates in one place, helping advisers build pictures of each client and reducing wealth managers’ post-meeting administration.

WealthAi co-founder and chief product officer, Izel Ersoy, said that traditional CRM platforms were not purpose-built for wealth management or private banking.

“Firms have spent years adapting generic sales and pipeline management tools to support highly specialised client relationships, regulatory requirements and workflows,” she continued.

“Consequently, their systems often become overly complicated, requiring advisers to navigate countless fields, workflows and screens, or too limited to capture the full complexity of a client relationship.

“WealthAi Client File redesigns wealth management CRM for the AI era - a tool that not just stores information but actively uses and interprets it.”

WealthAi is an AI operating system designed for wealth managers, private banks, and family offices.

Client File acts as the ‘intelligence layer’ for the wider platform, with agents able to access client information, identify actions, update records and ensure workflows remain aligned with firm policies, and regulatory requirements through the tool.

"Closed-loop AI is critical for financial services," Ersoy said. "It enables firms to protect and control their data, eliminate the risks associated with shadow AI and ensure that every action taken by an AI agent is grounded in the firm's own policies, procedures and client information."

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