The Challenge
The wealth management world is crowded, and clients are more demanding than ever. Advisors were stretched thin, juggling portfolios, chasing market news, and trying to keep every client happy. The old tools were clunky and generic, and clients wanted advice that felt tailored, not templated.
Our Approach
We built Wealth Genie, a digital advisor that delivers insights as unique as each client. The tool analyzed portfolios, market trends, and even client sentiment from emails and calls. It delivered daily, personalized insights and nudges, helping advisors focus on what matters most.
The Implementation
We started with a pilot group of advisors and their clients, gathering feedback and iterating fast. Integration with CRM and portfolio tools was key—no more switching tabs or losing context. As results came in, more advisors opted in, and the Genie became a core part of the firm's value proposition.
The Results
Client engagement jumped, advisor productivity soared, and client retention hit a five-year high. Advisors reported feeling less stressed and more in control, and clients described the experience as 'surprisingly human.'
