Automate the work

Accelerate the impact.

Making Financial Inclusion a reality with AI

Find out more about our new investor initiative, Capital for the Culture, supported by NASDAQ Foundation.

Run leaner, grow faster…

without sacrificing quality or client experience.

Automate the Routine. Elevate the Relationship.

Small business see

55% efficiency boost

35% reduction in operational costs

79% of wealth managers say AI has the potential to accelerate earnings growth for the next ten years.

58% are already implementing AI tools.

Natix Investment Managers

74% of younger investors (Gen Y and Z) demand digital-first engagement, expecting personalized and intuitive wealth management experiences akin to platforms like Amazon or Netflix.

92% of advisors indicated they would consider switching firms due to inadequate technology, underscoring the importance of robust AI tools in advisor retention and recruitment.

Morgan Stanley’s AI assistant saw a 98% adoption rate among advisors shortly after its launch, highlighting the demand for efficient, AI-driven tools.

How can wealth management firms can position themselves at the forefront of the industry’s AI-driven evolution,

ensuring sustained growth and client satisfaction?

Implement AI-Driven Interfaces: Develop conversational AI platforms to streamline advisor workflows, reducing reliance on multiple tools and enhancing client interactions.

Enhance Personalization: Utilize AI to deliver hyper-personalized financial strategies, adapting to real-time client behaviors and life events, thereby meeting the expectations of a digitally native clientele.

Invest in AI Proficiency: Upskill existing staff and recruit professionals adept in AI tools, ensuring the organization can effectively leverage AI for decision-making and client service.

Strengthen Data Infrastructure: Build robust data systems to support AI initiatives, enabling secure and efficient data aggregation, analysis, and application across services.