| Plan | Features and capabilities | Pricing | |
|---|---|---|---|
WealthGrowth.ai: Transforming Wealth Management with AI
WealthGrowth.ai is an Agentic AI workflow designed to enhance financial advisory services by leveraging 64 AI models, multiple AI agents, over 250 APIs, and six digital applications. By automating up to 95% of advisors' tasks, it helps boost asset growth and expand client outreach.
Key Benefits:
Growing with Current Clients
Increases product utilization by 3 to 4 times.
Expands wallet share by up to 40%.
Transitioning Bank Clients & Acquiring New Prospects
Enables advisors to manage 6 to 10 times more clients.
Boosts assets under management (AUM) by up to 6 times.
Enabling a Centralized/Remote/Digital Advisor Strategy
Expands reach to new channels, regions, and products.
Reduces advisor workload while maximizing efficiency.
Powered by Cognerium, WealthGrowth.ai is shaping the future of wealth management by integrating AI-driven strategies to optimize client engagement and financial growth.
We provide comprehensive support to help users resolve issues and implement enhancements as needed to improve their experience.
contact@cognerium.com 24 hours / 7 days a week 12 hours | |
| Support locations | Support locations refer to all of the countries in which product support teams are located.
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You must wait 12 hours after you contact this product's support before you can begin the escalation process. contact@cognerium.com 12 hours |
