IntellectAI deploys Wealth Qube with Indian wealth management firm

IntellectAI deploys Wealth Qube with Indian wealth management firm

IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack by an independent, top-tier wealth management provider in the Indian market.

The partnership aims to bridge current market gaps by delivering a seamless, trustworthy, and customised investment experience. It focuses on understanding financial behaviours, offering insights into existing financial portfolios, and providing access to a diverse range of investment products. This approach demonstrates the firm’s dedication to innovative, client-focused wealth management services.

Wealth Qube®, built on the cutting-edge architecture, is a cloud-native, microservices-driven solution that promises hyper-personalised wealth management services. This advanced platform boosts the firm’s operational efficiency through Straight Through Processing (STP) and offers comprehensive digital wealth lifecycle management, covering everything from customer onboarding and investment planning to portfolio management and order processing.

Following the launch of Wealth Qube® on the AWS cloud and its mobile application, the premier wealth management firm has observed outstanding outcomes, including a significant increase in customer onboarding and transaction processing in a short period. These results demonstrate the effective integration and robustness of Wealth Qube®.

Banesh Prabhu, CEO of IntellectAI, stated, “The recent go-live of Wealth Qube® with this premier Indian wealth management firm, leveraging the AWS cloud, represents a significant leap in the Indian wealth management sector.

“Our innovative microservices-based platform is pivotal in enabling the firm to offer bespoke, advanced wealth management services on a large scale, perfectly aligned with their clients’ financial goals. This achievement underscores IntellectAI’s commitment to innovation and excellence and solidifies our position as a leader in the Indian wealth market.”

He further remarked, “At IntellectAI, we are deeply focused on utilising data and intelligence to set ourselves apart in the market with our advanced AI capabilities. Our wealth solution, built on the architecture, is designed to elevate revenue, reduce costs, and significantly improve the productivity of Relationship Managers. By embedding AI across every facet of our platform, we personalise end-users’ wealth management experience, enhancing operational efficiency and client satisfaction.

“Additionally, our India ready Wealth Stack is a testament to our commitment to the Indian market, offering quick and efficient deployment capabilities that enable our customers to seamlessly integrate and leverage our wealth platform. This integration of AI and readiness for the Indian market is a cornerstone in our strategy to drive digital transformation in wealth management, ensuring our clients and their end-users receive the most sophisticated and efficient service possible..”

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