🟢 Interactive Demo · FIN-05⏱️ Try in ~2 min
Wealth Advisor Copilot
Side-panel copilot surfaces matched products and talking points during client meetings.
👉 For
Relationship manager / private banker
😖 Current pain
No 24/7 coverage; the product shelf is too wide to memorize.
✨ With AI
Recommendation accuracy +40%; off-hours engagement enabled.
🎮 Interactive demo
Real functional demo · auto-plays after case selection💬 Knowledge Q&A · Live
Wealth Copilot
RAG online
👇
Pick a sample question to see the AI answer with citations.
Try a sample question
💰 ROI across three dimensions
Itemized indicators across each dimension for a complete view
💰
Financial
AUM per RM +25%
cross-sell revenue +30%
⏱️
Efficiency
24/7 client coverage
prep time per meeting 30min → 5min
🏢
Organizational
RM moves from product memorization to relationship strategy
🧩 AI capabilities used
F3Recommendation System· PredictionC1Retrieval-Augmented Generation (RAG)· RetrievalH1Multi-turn Dialogue (Context / Persona / Compliance)· Dialogue
Want to deploy in your Finance & Banking?
Orion 4-12 weeks delivery · on-premise option · fully compliant