AI Now™ for Wealth Management

Bluewolf AI Now™ for Wealth Management combines data analysis from Salesforce Financial Services Cloud and IBM CIWM (Client Insights for Wealth Management) to anticipate and assess the impact of external market factors, news, and personal life events to a client's investment portfolio.

With AI Now, Salesforce Einstein can relate unique client insights from IBM Watson to client information within Salesforce Financial Cloud for wealth managers to instantly deliver personalized wealth management advice that paves the way to strong returns for their clients.

Advisors receive an instant alert whenever a client account is affected by financial market information, so they can make smarter financial decisions, faster.

 

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