FintechInvestment AI & Personalization20239 months
Personalized Wealth Intelligence Advisor
94.3%
Client Retention
Up from 82% — above industry average
+45%
Advisor Capacity
More clients per advisor without quality loss
+$340M
AUM Growth
Net new assets in first year post-deployment
2.8×
Client Engagement
Increase in client-initiated portfolio reviews
The Challenge
A registered investment advisor with $2.1B AUM was struggling to provide personalized investment insights at scale. Advisors serviced 180+ clients each, making meaningful personalization impossible. Client retention was below industry average at 82%.
Our Solution
We developed an AI-powered wealth intelligence platform that synthesizes portfolio data, market signals, tax situations, and life events to generate hyper-personalized investment narratives and proactive recommendations for each client. Advisors receive AI-drafted communications they can review and send in seconds.
Key Outcomes
94.3%
Client Retention
Up from 82% — above industry average
+45%
Advisor Capacity
More clients per advisor without quality loss
+$340M
AUM Growth
Net new assets in first year post-deployment
2.8×
Client Engagement
Increase in client-initiated portfolio reviews
Project Details
ClientPinnacle Wealth Management
IndustryFintech
Duration9 months
Year2023
Tech Stack
PythonLangChainOpenAI APIPineconeBloomberg APINode.jsPostgreSQLReact
Tags
Portfolio OptimizationNLPLLMFinancial DataPersonalization
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