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InvestCloud, a global leader in wealth technology, announced the launch of Intelligent Screening and Intelligent Meeting, two AI-enabled solutions designed to boost advisor productivity and client engagement. These tools, enhanced by partnerships with smartKYC and Zocks, streamline onboarding and client interactions for wealth managers.
Intelligent Screening, powered by smartKYC’s AI-driven KYC technology, automates in-depth due diligence and ongoing risk monitoring. “The integration of smartKYC directly into Intelligent Screening from InvestCloud is designed to deliver a seamless onboarding experience for institutions that serve high-net-worth clients with complex structures, cross-border exposures and elevated risk profiles,” said Dermot Corrigan, CEO of smartKYC. This solution enables private banks and wealth managers to conduct faster, more accurate, and cost-effective due diligence, allowing advisors and compliance officers to focus on decision-making rather than manual research.
Intelligent Meeting, leveraging Zocks’ privacy-first AI assistant, transforms advisor-client interactions by automating meeting preparation, note-taking, action-item tracking, and post-meeting workflows. “Intelligent Meeting from InvestCloud will not only make meetings more efficient; it will make them more meaningful by equipping advisors with a clearer, more actionable understanding of each client,” said Mark Gilbert, Founder and CEO of Zocks. This tool reduces administrative tasks, enabling advisors to prioritize meaningful client relationships.
InvestCloud’s solutions address fragmented data challenges in wealth management. “With this new generation of wealth solutions, starting with Intelligent Screening and Intelligent Meeting, we’re leveraging data and AI in new ways to address the disjointed systems and fragmented data challenges that are precluding optimal outcomes for advisors and their clients,” said Dan Bjerke, President, Digital Wealth at InvestCloud. By integrating the wealth management ecosystem into a unified data model, these tools drive AI-enabled workflows, insights, and experiences while maintaining high standards of data privacy.
The partnerships with smartKYC and Zocks align with InvestCloud’s 2024 strategic direction to create a smarter financial future, as noted in its recognition as a CNBC World’s Top Fintech Company. Intelligent Screening has already earned accolades from WealthBriefingAsia, underscoring its impact. These solutions, available globally to new and existing clients, support InvestCloud’s 40% share of the $132 trillion global asset market.
InvestCloud’s AI-enabled solutions mark a significant advancement in wealth management technology. By streamlining onboarding and enhancing client interactions, Intelligent Screening and Intelligent Meeting empower advisors to deliver superior outcomes while ensuring compliance and efficiency.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.
smartKYC is the leading provider of AI-driven KYC risk screening & monitoring solutions, serving financial institutions and multinational corporations worldwide. By combining artificial intelligence, linguistic and cultural sensitivity, and deep domain knowledge, smartKYC sets new standards for KYC quality, transforms productivity, and ensures compliance conformance.
Zocks is the AI assistant for financial advisors. The company’s platform saves advisors 10 hours a week by automating their meeting notes, intake forms, client emails & more. This enterprise-ready solution transforms client conversations into structured, actionable intelligence for firms of any size.
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