GenAI Solution for Wealth Management and Private Banking

Why should you use Generative AI?

of C-suite executives acknowledge they struggle to scale AI across the business
(Accenture)

of private banks believe AI will have a major impact on the client experience
(Accenture)

of wealth managers believe AI will have a major impact on investment recommendations
(Accenture)

See what you can achieve with Kodex AI

Kodex AI, the cutting-edge GenAI-powered partner for the financial sector, revolutionizes how wealth managers operate.

Create compliant-ready reports in minutes

Kodex AI automates data gathering and compliance checks, ensuring suitability reports meet regulatory standards. This modern approach not only enhances efficiency but also guarantees accuracy and precision.

Personalized investment recommendations

Kodex AI utilizes machine learning to analyze extensive financial data to provide personalized investment recommendations aligned with clients' unique objectives and preferences.

Stay ahead of the competition

Embrace AI technology in wealth management to remain at the forefront of the industry, offering cutting-edge solutions that meet the evolving demands of today’s clients.

Boost efficiency to increase profitability

With Kodex AI, you can easily attract and onboard new clients. Automated processes for DDQs and KYC checks simplify client acquisition, freeing up valuable time to cultivate relationships and deliver bespoke services, ensuring client retention and long-term profitability.