# Finantix brings AI to wealth management
Author:  Pal Sinha, Barnali 
Author URL: https://financedigest.com/author/pal-sinha-barnali
Published: 2017-10-12
Category: NEWS
Category URL: https://financedigest.com/category/news
Meta Title: Introducing Finantix AI Gears for Wealth
Meta Description: Discover how Finantix AI Gears for Wealth automates tasks, supports decisions, and enhances compliance for wealth managers using machine learning and AI
URL: https://financedigest.com/finantix-brings-ai-to-wealth-managementhtml

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Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, today launched _Finantix AI Gears for [Wealth](https://www.financedigest.com/hsbc-adds-over-300-to-china-headcount-after-citi-wealth-acquisition.html)_ – a collection of engines, tools and data structures that accelerate the injection of Artificial [Intelligence](https://www.financedigest.com/military-artificial-intelligence-ai-market-surges-to-usd-35-54-billion-by-2031-propelled-by-14-49-cagr-verified-market-research.html) into wealth [management](https://www.financedigest.com/ubss-new-wealth-management-co-leaders-announce-reshuffle.html) platforms. The new offering brings tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance for wealth managers, private banks and robo-advisers.

Finantix’ team of California-based AI experts boast more than five years’ experience in delivering AI based solutions to the financial services. _Finantix AI Gears for Wealth_ is underpinned by thoughtfully selected [Artificial Intelligence](https://www.financedigest.com/types-of-artificial-intelligence.html "Artificial Intelligence") disciplines – machine learning, natural language processing and automated reasoning in order to deliver a suite of AI tools specifically designed for the wealth [management](https://www.financedigest.com/ubss-new-wealth-management-co-leaders-announce-reshuffle.html) domain.

The main areas initially addressed by Finantix AI Gears for [Wealth](https://www.financedigest.com/hsbc-adds-over-300-to-china-headcount-after-citi-wealth-acquisition.html) are: [lead generation](https://www.financedigest.com/arora-project-have-experienced-out-of-this-world-returns-with-their-lead-generation.html "Arora Project have experienced out-of-this-world returns with their lead generation"), automated client profiling and KYC, portfolio and financial planning optimisation, suitability and cross border rule enforcement, next best action determination, news tagging and content personalisation.

“Over many years, Finantix Components have been used to support high quality advice and customer self- servicing for [leading private](https://www.financedigest.com/private-equity-resilience-leads-to-opportunity.html "Private Equity – Resilience Leads to Opportunity") banks and [wealth](https://www.financedigest.com/hsbc-adds-over-300-to-china-headcount-after-citi-wealth-acquisition.html) managers worldwide. With the new offering, Finantix brings [Artificial Intelligence](https://www.financedigest.com/artificial-intelligence-ai-to-catalyze-the-plasma-surgery-market.html "Artificial Intelligence (AI) to catalyze the Plasma Surgery Market") to a domain specific context that is easy to implement regardless of the existing  platform, allowing firms to dramatically enhance adviser productivity, quality and compliance of advice, client [intelligence](https://www.financedigest.com/military-artificial-intelligence-ai-market-surges-to-usd-35-54-billion-by-2031-propelled-by-14-49-cagr-verified-market-research.html) and personalisation of their services.” commented Alessandro Tonchia, director and co-founder of Finantix.

_Finantix AI Gears for Wealth has been specifically designed to slot easily into any legacy or [digital wealth management](https://www.financedigest.com/the-clot-management-devices-market-to-be-digitally-absorbent.html "The Clot Management Devices Market to be digitally absorbent") platform thanks to an API oriented and configurable architecture. At the same time, when adopted with the award-winning suite of Finantix Components, it can bring additional benefits and speed to [market to private banks and wealth managers](https://www.financedigest.com/tinnitus-management-market-to-top-us-3-2-bn-driven-by-growing-burden-of-hearing-disorders-fmi.html "Tinnitus Management Market to Top US$ 3.2 Bn Driven by Growing Burden of Hearing Disorders: FMI")._

_Finantix is organising a series of events in London, Zurich, Geneva and Tokyo to discuss how AI will affect [wealth management](https://www.financedigest.com/annual-survey-of-wealth-managers-2022.html "Annual Survey of Wealth Managers 2022") and the benefits it can bring. More information on the events can be found on the Finantix website – [http://www.finantix.com/news/events](http://www.finantix.com/news/events)/._


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