Asset and Wealth Management

We accelerate smarter processes and stronger outcomes with seamless AI integration for smarter financial decisions.

Brillio Advantage

AI in Action

25+ use cases live across asset and wealth management clients.

Speed to Value

3x faster delivery with prebuilt agents, playbooks, and reusable assets.

AI-native Talent

Cross-functional squads trained in GenAI, prompt and agent engineering, and asset wealth management.

Agentic by Design

GenAI copilots, modular agent libraries, and AI-first SDLC infused with observability.

Platform Power

Embedded AI across Salesforce, Snowflake, Epic, Adobe, ServiceNow, and Databricks.

Trust-centered AI

Insurance industry-safe architecture, audit trails, and agent lifecycle governance.

Industry Depth

Deep focus on asset wealth management, tuned to improving consumer experience, increasing revenue, and reducing cost.

Agentic AI Accelerators

Business Acquisition

Intelligent onboarding with AI-driven lead generation, prospect scoring, and outreach that streamlines the customer acquisition lifecycle.

Client Management Operations

Automated task handling and behind-the-scenes heavy lifting, freeing advisors to focus on relationship-building and strategic guidance.

Research and Analytics

Robust investment theses generation backed by citation chains and back-tested insights coupled with real-time news summarization and signal detection.

Product Development

Faster agentic workflows for streamlined goal-oriented asset and wealth management platforms.

Advisory and Portfolio Management

Personalized digital financial advisor that drives superior financial journeys with tailored coaching and management.

Trade Lifecycle

End-to-end trade lifecycle automation—from research and signal generation to execution, compliance, and post-trade analysis.

Governance, Risk, and Compliance

Comprehensive regulatory research, followed by insightful analysis that empowers proactive decision-making and reduces compliance risk.

Outcomes That Matter

68%

Improvement in client onboarding speed

85%

Call containment rate through intelligent automation

90%

Reduction in time for portfolio analysis and rebalancing

3x

Increase in client engagement with hyper-personalized recommendations

40%

Reduction in operational overhead via self-service

25%

Increase in cross-sell, upsell via AI-driven insights

Real-life Journeys of Success

Accelerating document processing with intelligent AI-driven automation

We built an intelligent check processing engine with OCR, image recognition, and named entity recognition for a financial services client using GPT-4 and advanced AI models.