Financial Services
Visa
Visa Empowers Marketing Teams to Streamline Messaging with LLM Technology
Certified AWS Partner
Experience human-like understanding and real-time insights.
Our orchestrated AI Agents handle everything from market research to client follow-ups—reducing RM administrative burden by 70%, doubling client coverage, and increasing satisfaction scores by 20%.
Move Beyond Traditional Wealth Management Constraints with ARKEN
Traditional wealth management struggles with capacity constraints, uneven client coverage, and administrative overhead that limits relationship managers’ ability to deliver consistent, high-quality service across their entire client base.
~70%
RM Capacity Overload
of RM time lost to admin and compliance tasks. Limited client-facing time constrains growth potential.
80-90%
Unbalanced Client Coverage
of clients receive minimal touchpoints while top 10-20% consume most RM attention, missing revenue opportunities.
Inconsistent
Service Quality
varies widely, frequently missing KPIs. Uneven experiences erode trust and limit wallet share.
How ARKEN Orchestrates Wealth Management Excellence
ARKEN is built on agentic AI architecture, smart, contextual, and domain-aware. Our specialized AI agents collaborate to deliver comprehensive wealth management support—so your RMs can focus on building relationships and growing assets under management.
How Agentic AI Orchestrates Wealth Management
01
AI Orchestrator Agent
Understands natural language queries, routes requests intelligently, and delegates tasks to specialized wealth management agents.
02
Market Research Agent
Analyzes live market data, economic indicators, and investment trends to provide real-time talking points and market insights.
03
Product Expert Agent
Compares investment products, analyzes fund performance, and generates personalized recommendations based on client profiles and goals.
04
Secretary Agent
Manages client interactions, summarizes meetings, creates follow-up actions, and ensures no client opportunity is missed.
05
The Result
Up to 80% of RM administrative tasks automated, enabling 2X more client touchpoints while maintaining personalized service quality.
Achieve Measurable Business Outcomes
30%
Scalable RM Capacity
More capacity without hiring through intelligent automation of administrative and compliance tasks.
2X
Balanced Client Engagement
More clients touched monthly, ensuring consistent service across your entire client portfolio.
+20%
Higher Satisfaction Scores
Improvement in client NPS through personalized, timely, and comprehensive wealth management advice.
These Financial Institutions are Ushering in the New Era of Wealth Management
Financial Services
Oschadbank
Oschadbank Harnesses Generative AI Training to Improve Marketing Campaign Performance
Healthcare
Treatline
Treatline Streamlines Prior Authorization with a Generative AI-based Platform for Healthcare
Financial Services
Global Asset Management Firm
Global Asset Management Firm Builds an AI-based ETF-like Investing Product to Drive Performance
Get Started with a Rapid Proof of Concept
Validate feasibility, ROI, and technology fit in just four weeks. Supported by AWS, our PoC framework sets clear goals, builds specialized AI agent roles for your wealth management use cases, integrates with your existing systems, and delivers real-world insights on efficiency gains and client experience improvements.
Start Your ARKEN Journey
Discovery & Alignment
Use-case selection, stakeholder alignment, and success metrics definition
AWS-Funded Pilot
Target KPIs validation with real wealth management data and workflows
Integration & Training
Live system integration and comprehensive user training for your RM teams
Production Deployment
Full rollout with continuous optimization and performance monitoring
Get Enterprise-Ready with AWS
Built on AWS services, our solutions ensure secure deployments, easy scalability, and smooth integration into wealth management systems, CRMs, and knowledge bases. Achieve robust, high-performance AI workflows without the usual complexity.
Begin your AI-Native Wealth Management Journey
Ready to increase RM capacity and deliver exceptional client experiences? Book your demo or contact us to explore a tailored ARKEN solution for your wealth management business.
Book a Demo
Your Path to AI-Native Wealth Management Starts Here
