Enable intelligent and informed financial planning
Keep communication channels open within the firm and with the customers with AI, GenAI, and automation
Empower advisors. Exceed client expectations.
In a world where economic rollercoasters, global politics, and unpredictable markets are the new norm, wealth managers are constantly recalibrating for risk, portfolio agility, and predictive accuracy. Clients, meanwhile, are seeking wealth management with apps that let them trade, track, and stay informed 24/7. The pressure is on for firms to offer premium service without the premium cost, staying profitable as they go.
SLK helps you embrace AI and machine learning for sharper risk assessment, smarter fraud detection, and more tailored financial planning, all to stay ahead without sacrificing profit.
Choose tailor-made solutions, or off-the-shelf products, or combine the best of both for enhanced performance
Advisory & Consulting Services
Advisory & Consulting Services
Offer product evaluations, architecture design services and recommend solutions to improve the client onboarding processes for private wealth clients, reduce operational tasks for wealth management advisors and specialists – thus enhancing the customer engagement through personalization
Leverage AI for Digital Intake
Leverage AI for Digital Intake
AI-enabled automation solution for accelerating the intake / review process by extracting, contextualizing & curating information only once thereby improving the average handling time and process higher volumes
Custom implementation / re-engineering services
Custom implementation / re-engineering services
Application & process re-engineering with improved new features / enhancements to improve customer experience and ensure compliance with latest regulatory requirements
Comprehensive maintenance and support
Comprehensive maintenance and support
Maintain and update your wealth management applications including portfolio management systems, CRM, financial risk and back-office applications, apply fixes, optimize performance, and enhance features, ensuring high system compatibility and client trust.
Insights
Blog
Capital Market Operations Transformation: Why Multiprong Approach is the Need of the Hour
Blog
Capital Market Operations Transformation: Why Multiprong Approach is the Need of the Hour
Learn More >Blog
Understanding CFPB Proposed Rule on Personal Finance Data Rights
Blog
Staying Ahead: Why Financial Institutions Should Embrace FedNow
Whitepaper
Key considerations for banks to prepare for the CBDC era
Whitepaper
