Cognerium’s WealthGrowth.ai helps financial institutions and advisors grow their wealth management business by using data and technology more effectively. It tackles one of the biggest challenges in the industry, finding new clients and attracting external assets. The platform helps fill key gaps by enabling institutions to:
- Unlock more assets under management from existing clients.
- Convert banking clients and prospects into investment relationships, without needing more advisor capacity.
- Drive deposit growth from the same client base.
At its core, WealthGrowth.ai is an Agentic AI workflow with a simplified user experience. It combines 64 AI models, multiple AI agents, over 250 APIs, and six digital applications to change how advisors operate and deliver value. It now also includes tools to support deposit growth.
Cognerium and IBM Cloud focus on providing AI-enabled digital transformation solutions for the Banking, Financial Services, and Insurance sector, helping institutions improve growth, risk management, compliance, service quality and customer experience.
The key features and benefits of WealthGrowth.ai include:
· AI-Powered Intelligence: Built-in AI models drive growth, boost retention, and improve client engagement with measurable results.
· Easy Integration: Connects smoothly with CRMs, core banking systems, and other tools via 250+ APIs.
· Simplified Operations: Streamlines advisor onboarding and coaching, with a modern web and mobile experience.
· Secure & Compliant: Meets global financial regulations with strong data privacy and protection measures.
· Centralized/Remote Advisor Strategy: Supports digital and remote advisor models to expand reach across regions and product lines, while reducing advisor workload.
· Growth-Driven: Unlocks new assets from existing clients, turns banking relationships into investment opportunities, and supports deposit growth.
Cognerium WealthGrowth.ai is strategically important to IBM Cloud customers especially in the Banking, Financial Services, and Insurance sector. It runs on IBM Cloud. Users have experienced quantifiable results including:
- Advisor Efficiency: Up to 60% more time for advisors (freeing up 20–25 hours weekly) and enabling management of 6x more clients while boosting assets under management
- Revenue Growth: New opportunities discovered increasing wallet share by nearly 40% with current clients, conversion of banking customers into investment relationships and deposits, and increased product utilization by 3 to 4 times
WealthGrowth.ai on IBM Cloud Catalog
Cognerium's WealthGrowth.ai aims to revolutionize the wealth management sector by empowering advisors and sales leaders. It is aimed at overcoming workforce stagnation and boosting advisor productivity.WealthGrowth helps financial professionals:
- Identify and convert high-value opportunities
- Prioritize client communication and identify at-risk clients
- Assess client support needs for better time allocation
- Free up time for business growth and new leads
Cognerium WealthGrowth.ai is available now on the IBM Cloud Catalog. Several client references are available on https://www.cognerium.com/. For further details contact:
Judy Grussing judy.grussing@ibm,.com (IBM Cloud Ecosystem), Kumar Bhaskaran bha@us.ibm.com and Sana Samawi sksamaw@us.ibm.com (IBM Cloud for Financial Services)
Assad Shaik assad.shaik@cognerium.com and Rajender Kaur rajender.kaur@cognerium.com (Cognerium)