Financial Services · 03
Wealth Management
Advice, platform and onboarding—
re-architected for the AI-native adviser
Wealth managers, private banks and platforms scaling AI inside advice, suitability, onboarding and relationship management—without compromising the regulatory frame.
WHERE WEALTH IS HEADED
AI is the new platform economics.
Advice automation, hyper-personalisation and embedded AI agents are no longer optional. The question is whether the platform economics rebuild from the inside, or get rebuilt around you.
+200bps
platform margin opportunity
3×
advisor reach without headcount
1Q
to first production deployments being scaled
How we work
Where the value lives in Advice, platform and onboarding
01
Advice automation
AI inside the advice journey—suitability-safe, regulator-defensible, advisor-amplifying.
02
Platform economics
Operations, data, content and pricing—restructured around AI-native delivery.
03
Onboarding & growth
KYC, suitability and relationship onboarding compressed from weeks to hours, with conduct intact.
SIGNALS
What is moving in Advice, platform and onboarding, this quarter
updated continuously by the Institute
Consumer Duty & AI advice
The bar for 'good outcomes' when AI is in the loop.
READ NOTE →
Mass-affluent automation
Where the next million advised clients come from.
READ NOTE →
Suitability-safe agent design
Patterns that won't fail an FCA s.166 review.
READ NOTE →
Wealth platform 2030
What the operating model looks like with AI native.
READ NOTE →
BEGIN HERE
A 90-day Acceleration, shaped to this sector
From kick-off to scaled, measured AI delivery in one quarter.