Making financial advice fully personalized and scalable to enhance customer satisfaction and boost productivity.
Wealthype is a WealthTech firm that helps financial advisors and banks provide their clients with optimal financial solutions.
Using AI, we enable financial advisors and other channels for financial and insurance products to make informed decisions for their clients.
Wealthype has extensive experience in helping wealth management firms. Our platform provides financial advisors with a single dashboard containing all customer information, as well as suggestions for next best actions and new business opportunities that align with the customer’s needs and goals.
Our AI technology streamlines and enhances advisors’ work, freeing up more time to focus on the core advisory activity and client relationships.
Wealthype’s platform helps banks in gaining a better understanding of their customers, with personalized recommendations and content for banking products.
Our platform includes a simulation tool that shows to customers the impact of different insurance protection products on their Financial Wellness.
The combination of AI and behavioral sciences can assist in generating new leads and converting prospects, also with limited data available.
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Ask about Wealthype products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.
