Manual admin consumed 40% of advisor time. Copilot now automates summaries and multilingual drafts, restoring focus to clients.
One of the world's ten oldest financial institutions, this Netherlands-based wealth manager prioritizes personal client relationships across its international operations.
Administrative friction distracted staff from high-value work, with manual note-taking consuming up to 40 percent of time for some roles. Advisors...
“As a Wealth Manager, we want to serve our clients in as direct and personal a way as possible, and not just force them to take the first financial product that pops into our head. But of course, personal consulting takes time. And time is a scarce resource.”
Independent wealth manager providing private banking and investment services.
Enterprise software, cloud infrastructure, and consumer electronics platform.
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