Following an introduction by Sébastien Lievain, co-founder and Head of Wealth Management products at OneWealthPlace and Daniel Pion, former Partner at Deloitte France, about the history of Artificial Intelligence and the evolution of Wealth Management over the years, participants discovered the AIRWealth platform.
This platform puts the relationship between the advisor and its client back at the center of the private banker’s job. AIR Wealth has many units enabling the advisor to have a 360° view of his clients, more information about them and an analysis of their behavior (anxious,…) thanks to Machine Learning. AIR Wealth offers also an intelligent To Do List and alert levels prioritizing the advisor’s tasks. The platform is accessible 24/7 on any device and all data is encrypted and stored in a digital safe. AIR Wealth is your way into the augmented advisory world.
Many use cases have been showed, especially the visualization of the entire wealth of the client, the online chat with the advisor and the intelligent To Do List with insights from the platform thanks to Machine Learning that are enriching the client profile.
Finally, functionalities such as aggregation or planification will soon be available.
Presentation by Daniel Pion, former Partner at Deloitte France and Sébastien Lievain, Head of the AIR Wealth project and co-founder at OneWealthPlace.