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eMACH.ai
Wealth Management - RM Office
AI that thinks like an Advisor. Insight that works like a Partner.
Your digital engine that transforms every wealth client interaction into a moment of trust, relevance, and growth
Case study
Designed for Advisor Productivity
Trusted by private and wealth banks to empower RMs with real-time insights, structured workflows, and a complete view of client relationships.
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Key Trends Shaping Wealth Management
Technology and customer expectations are driving transformation
Instant Intelligence
On-demand responses with hyper-personalized recommendations powered by real-time data
Hybrid Advisory
Seamlessly blend human empathy with digital tools that enhance every interaction
AI Curation
Explainable intelligence that filters noise and surfaces actionable insights
Embedded Compliance
Regulatory-aligned conversations with automated suitability checks and audit trails
Time Optimization
Hyper-automation that reduces prep time and accelerates review cycles
Advisors Need Clarity, Not Complexity
Single View of the Client
Access consolidated client profiles, portfolios, interactions, and opportunities in one place.
Higher Advisor Productivity
Streamline daily activities, follow-ups, and reviews with guided workflows and alerts.
Actionable Insights
Turn data into timely recommendations with real-time portfolio and risk insights.
Built-In Compliance Confidence
Execute every action within approved policies and audit-ready workflows.
Modern Lenders Aspire to Deliver Excellence
While maintaining operational excellence and driving sustainable growth
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More Time with Clients
Automated data prep eliminates hours of meeting preparation
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Instant Insights
Real-time signals help RMs start high-value discussions immediately
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Confident Recommendations
AI-driven personalization across entire client portfolios
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Explainable Trust
Clear reasoning supporting every suitability and compliance decision
Intellect’s RM Office is a role-based, intelligent workbench designed specifically for relationship managers in private banking and wealth management.
It provides a unified view of client relationships, portfolios, transactions, tasks, and compliance requirements—enabling advisors to manage complex client needs with speed, accuracy, and confidence.
Integrated seamlessly with the broader Wealth Management platform, RM Office combines real-time data, configurable workflows, and contextual insights to support advisory-led engagement.
From client onboarding and portfolio reviews to opportunity tracking and servicing, the platform helps RMs stay proactive, organized, and compliant—while delivering consistent, high-quality client experiences.
Most Relationship Managers still spend up to 80% of their day on administrative tasks rather than providing advice. WealthForce RM Office is designed to reverse this – giving advisors more time with clients, clearer insight, and explainable intelligence that supports every recommendation.
AI-Powered Advisory Platform
Trusted by 500+ wealth advisors globally
Wealth Management - RM Office
Client Coverage
Faster Reviews
STP Rate
Adoption
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OVERVIEW
The RM Office is a suite of AI Digital Experts that work alongside relationship managers, anticipating needs, preparing meetings, analysing portfolios and curating personalised insights in seconds.
Built on eMACH.ai and powered by PurpleFabric.ai, it connects every advisor action to enterprise intelligence – creating a seamless bridge between human judgment and AI precision.
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AI Powered Command Center that Transforms RM Performance
1. RM Meeting Preparation
Automatically summarizes client portfolios, past conversation history, and relevant market events into ready-to-use briefs.
Business Impact –
Saves 70% of time per meeting, allowing for more focused and meaningful client dialogue.
2. RM Day Optimiser
Uses AI to plan and prioritise daily activities for maximum impact.
Business Impact –
40 % higher productivity, less administrative load.
3. Prospect Match Expert
Identifies and prioritizes high-potential leads by matching them with the firm’s ideal client profile.
Business Impact –
Significantly improves acquisition efficiency and lead-to-client conversion rates.
4. Suitability & Compliance Guardian
Embeds real-time suitability checks into the advisory workflow through a 3-D framework (Customer, Policy, Regulation).
Business Impact –
Ensures zero audit exceptions by making compliance a daily operating requirement rather than an afterthought.
5. Personalised Insights Builder
Scans market data to match specific client holdings with timely updates and breaking news.
Business Impact –
Ensures every conversation is contextual and highly relevant to the client’s current portfolio.
6. Prospect & Product Propensity Engine
Uses predictive AI to identify which clients are most likely to engage with specific new products.
Business Impact –
Drives smarter targeting and increases the success rate of cross-selling activities.
7. Client 360 & Engagement Indicator
Aggregates behavioural, portfolio, and sentiment data into a single, trusted “Health Score”.
Business Impact –
Provides an “early warning system” for churn risk and identifies opportunities to strengthen relationship health.
8. Explainable AI Digital Expert
Translates complex AI recommendations into plain language with clear rationale and lineage.
Business Impact –
Builds client confidence and ensures every recommendation is ready for regulatory scrutiny.
Why Wealth Leaders choose eMACH.ai Wealth RM Office
Measurable impact, proven results, trusted by the world's leading wealth managers.
Advisor-First Experience
The Difference: Unlike traditional platforms that are built around back-office functions, RM Office is built specifically for the Relationship Manager’s needs.
The Advantage: It is designed to reverse the industry standard where RMs spend 80% of their day on administrative tasks, allowing them to lead with conversation rather than data preparation.
Explainable by Design
The Difference: Every AI-driven recommendation includes clear reasoning, lineage and confidence levels for traceability
The Advantage: This “explainable intelligence” provides advisors with auditable reasoning that supports suitability checks and aligns with Consumer Duty expectations.
The Enterprise Knowledge Garden
The Difference: The platform embeds intelligence through three connected layers: Public (market data), Internal (institutional expertise), and Private (client preferences).
The Advantage: This creates a continuous intelligence loop where every advisor action strengthens the system, ensuring insights are always contextual and trustworthy.
Composable eMACH.ai Foundation
The Difference: Built on a modular, API-first architecture that integrates effortlessly with existing CRM and core banking systems.
The Advantage Deployment is agile; modular workflows can be activated progressively, allowing firms to go live with specific RM-ready tools in weeks.
Humanised "Warm-Tech" Interface
The Difference: The user experience is designed to feel like a partner, not a technical tool, using “warm-tech” interfaces.
The Advantage: By humanizing the technology, the platform makes AI feel trusted and intuitive, which accelerates advisor adoption and improves client confidence.
Outcome-Proven Scalability
The Difference: The platform delivers measurable performance improvements across global wealth enterprises.
The Advantage: Verified metrics include a +40% increase in client coverage, 80% faster review cycles, and 95% Straight-Through Processing (STP).
Frequently Asked Questions
What exactly does the RM Office include ?
eMACH.ai Wealth Management RM Office is a comprehensive RM Front Office product that supports the entire advisory lifecycle—from client meeting preparation and portfolio reviews to ongoing engagement—all powered by a suite of AI Digital Experts.
Can the RM Office integrate with our existing CRM and Core systems ?
Yes. Its API-first architecture is designed for seamless and secure integration with your existing CRM, Customer onboarding and Wealth Management platforms. This composable design ensures that you can extend your current capabilities without a “rip-and-replace” overhaul. It redefines what Relationship Managers can achieve as Advisers by turning intelligence into a practical, everyday advantage.
How does the platform support Compliance and Consumer Duty ?
Modular deployment on eMACH.ai allows go-live in weeks with progressive workflow activation.
What makes the AI "Explainable" to a client ?
Unlike “black-box” AI, our Explainable AI Digital Expert presents the rationale behind every suggestion in plain language. This includes the data lineage and confidence levels, allowing advisors to explain why a recommendation was made, thereby building deeper client trust.
Is the platform secure for highly sensitive client data ?
Absolutely. The RM Office runs on Intellect’s enterprise-grade and secure data governance framework. It is specifically built to protect confidential client and portfolio information through rigorous security protocols.
How quickly can we deploy the RM Office across our enterprise ?
Because it is built on the eMACH.ai modular architecture, firms can go live in weeks. You can choose to activate specific RM-ready workflows progressively, allowing for a phased and low-risk rollout.
How does it help RMs spend less time on administration ?
The platform uses hyper-automation to handle the “heavy lifting”—from automated data preparation and meeting briefs to portfolio summaries. This reverses the 80/20 task split, giving advisors up to 70% more time to focus on high-value client engagement.
How does the platform learn and adapt to our advisors' needs ?
The RM Office uses an Enterprise Knowledge Garden that learns from three layers: Public market data, Internal institutional expertise, and Private client preferences. This creates a continuous intelligence loop where the system becomes smarter with every interaction
Delivering Tangible Impact Across Global Banks
Private Bank Improves RM Productivity
A leading private bank deployed RM Office to unify advisor workflows and client views—resulting in faster client servicing, improved review quality, and higher advisor efficiency.
Wealth Firm Enhances Relationship Depth
By equipping RMs with real-time insights and structured workflows, a wealth firm strengthened client engagement and improved advisory consistency across teams.
Recognized Excellence
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