How an independent U.S. wealth management firm used AI consulting, generative AI, governed knowledge retrieval, and workflow automation to help advisors prepare for meetings faster, reduce manual client research, accelerate post-meeting follow-up, and access trusted firm and client information without searching across multiple systems.
The client is an independent wealth management firm serving affluent individuals, families, business owners, and retirement-plan clients through financial planning, portfolio management, retirement strategies, estate coordination, insurance reviews, and ongoing advisory services across multiple offices.
Client information lived across Salesforce Financial Services Cloud, planning notes, investment policy statements, custodian reports, meeting records, approved research, SharePoint libraries, email, and reporting tools. Advisors spent too much time assembling context before meetings and manually turning notes into follow-up work.
JanBask designed and deployed WEALTHIQ AI — a governed wealth-management intelligence solution combining generative AI, retrieval-augmented generation, client context, workflow automation, and advisor analytics. It helps advisory teams prepare faster, retrieve approved information, summarize meetings, and organize follow-up while keeping investment recommendations, suitability decisions, and regulated advice in qualified human hands.
A governed AI assistant that lets advisors and client-service teams ask questions about client history, prior meetings, approved research, internal policies, planning documents, and service activity in plain English — with responses grounded in authorized sources.
AI assembles concise pre-meeting briefs from authorized CRM records, prior notes, service history, planning documents, and approved portfolio context so advisors can prepare faster without manually searching across repositories.
Retrieves approved investment-policy material, research, internal guidance, and client-specific documents with source grounding so advisors can find relevant information quickly while preserving required professional judgment and review.
Summarizes meeting notes, decisions, open questions, service requests, and next actions so advisors and client-service associates can create follow-up Tasks without manually reconstructing the conversation.
Analyzes open Tasks, service requests, meeting commitments, document status, and follow-up age to surface administrative action gaps for advisor review — without making autonomous investment, suitability, or financial-planning decisions.
Connects Salesforce Financial Services Cloud, planning records, approved document repositories, meeting workflows, communication systems, and reporting tools so authorized teams can work from a more consistent advisor and client-service view.
Performance was measured against pre-implementation advisor workflows, including meeting preparation, client research, policy and document retrieval, post-meeting follow-up, and client-service coordination.
An enterprise-grade AI and data architecture designed for wealth management, governed knowledge retrieval, advisor workflows, secure client-data access, service automation, and scalable financial-advisory operations. AI outputs were designed to support research, preparation, and service workflows — not replace licensed financial judgment, suitability review, portfolio decisions, or regulated advice.
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