In today’s Wealth Management landscape, clients expect more than traditional advisory services—they want proactive insights, personalised experiences, and seamless digital interactions. At Futureform, we believe that Open Finance, combined with the power of AI, is the game-changer that the industry needs.
Imagine a system where all of your client’s financial data, from mortgages to investments, is gathered into one intelligent platform. This data isn’t just collected; it’s transformed into actionable insights that let advisors deliver hyper-personalised recommendations in real time. Whether it’s anticipating a client’s financial needs before they do, or streamlining onboarding with automated data pulls, Open Finance plus AI can make these scenarios a reality.
For advisors, the integration of tools like Moneyhub and Salesforce is a breakthrough. Advisors can now get a 360-degree view of each client’s financial health—and transform their role from reactive problem-solver to proactive financial partner. Imagine knowing that a client is ready to max out their ISA before they even ask, or sending timely nudges via WhatsApp to ensure they don’t miss an opportunity.
This isn’t just about efficiency; it’s about fundamentally transforming how financial relationships are built and maintained. With data at your fingertips, combined with the capabilities of AI, your team can focus on what matters most—guiding clients to financial success.
Want to see it in action? Book a 30-minute meeting with us to discover how Open Finance plus AI can elevate your advisory services and create deeper client relationships.
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