Data fragmentation
CRM, portfolio, and product tools operate in silos, wasting hours.
Wealth Management
More insight. Better relationships.
Dyna.Ai connects client context, market information and workflow assistance to support more prepared, consistent client engagement.
Inside the advisor bottleneck
Relationship managers today face fragmented data, admin burdens, and less client time.
Slow client prep
Preparing client proposals takes more time than meeting clients.
Low client engagement
Managers respond instead of anticipating.
Compliance gaps
Manual work risks inconsistent advice & communication.
Behind the seamless experience
Specialized AI agents working together across the advisory workflow
HUB
Orchestrator
Coordinates AI agents to handle complex RM requests and deliver ready-to-use outputs.
PROFILE
Client profile agent
Creates a dynamic client profile from CRM, transactions, and call notes.
MARKET
Market & product agent
Provides instant market data, product insights, and fund comparisons.
PORTFOLIO
Portfolio intelligence agent
Generates optimized, compliant portfolio recommendations.
COPYWRITING
Proposal generation agent
Transforms analysis into polished proposals, reports, and emails in minutes.
Operational priorities for wealth management
Focus AI assistance on preparation, service consistency and relationship-manager workflows
Radically enhance productivity
Reduce proposal preparation from 3 hours to 30 minutes so relationship managers can focus more time on clients.
Elevate quality of advice
Deliver personalized recommendations from each client's goals and history to boost trust and conversion.
Drive business growth
Enable proactive outreach with smart alerts for rebalancing, maturities, and cross-sell opportunities-driving daily growth.
Support consistency and review
Use approved content and visible review steps to standardize communication and support governance.
From client priorities to prepared proposals
Prioritize client needs, compare products, explore portfolio scenarios and prepare proposals for review.
01Client Prioritization
Client need
Relationship managers often miss urgent client opportunities.
AI Agent
Identifies high-value triggers and recommends next-best actions.
02Product Comparison
Client need
Searching and comparing products is slow and reduces client confidence.
AI Agent
Provides instant, compliant product comparisons.
03Portfolio Analysis
Client need
Balancing client goals with compliance is complex and time-consuming.
AI Agent
AI simulates scenarios to align new interests with long-term goals.
04Proposal Preparation
Client need
Preparing compliant, client-ready proposals is time-consuming.
AI Agent
AI generates polished, brand-aligned proposals from relationship managers' notes, freeing up time for clients.
Support at every client touchpoint
Support relationship managers before, during and after client conversations.
Pre-meeting preparation
Comprehensive client intelligence and proposal drafts ready before you walk in.
Mid-conversation co-piloting
Real-time product comparisons and portfolio insights at your fingertips.
Post-meeting follow-up
Automated summary emails and action items sent within minutes.
CUSTOMER RESULTS
How teams put AI to work in wealth management.
41% Call Connection: How a Hong Kong Brokerage Reactivated Investors with Voice Agent
41%call connection rate44% vs 37%IPO participation vs human agents~10%funding conversion for high-intent clients
A Hong Kong securities brokerage uses multilingual Voice Agent to identify investor intent, summarize calls and route relevant follow-up to relationship managers.