RM Assist, Banking and Wealth Management
Your Best Relationship Managers Do Not Just Know More Products. They Know Their Customers Better.
RM Assist gives every relationship manager and wealth advisor the intelligence of your top performer, available in every conversation. The difference between your best RMs and the rest is not effort. It is preparation. They know their customers holistically, understand their needs, have product details ready, and can frame a personalized message in the first 90 seconds of a conversation.
RM Assist delivers exactly that, bringing together customer intelligence, product knowledge, policy documents, and external insights through seamlessly embedded ML models, making every RM more effective across the board.
The First 90 Seconds Define the Outcome
Relationship managers handle dozens of client conversations every day. They are expected to know each client’s full portfolio, anticipate needs, recommend the right product, and handle objections in real time, every time. Most RMs rely on memory, outdated reports, and intuition.
RM Assist changes that equation. It is a conversational AI interface that combines customer intelligence, product intelligence, and real-time recommendations so every RM walks into every conversation fully prepared.
What Is RM Assist?
RM Assist is an AI-powered recommendation engine and conversational interface built specifically for relationship managers, wealth advisors, and field sales teams in banking and wealth management institutions.
Core Capabilities
Customer Intelligence Brief
Product Recommendation Engine
Conversational Query Interface
Objection Handling Prompts
Next Best Action Guidance
Portfolio Gap Analysis
What Changes When RMs Have AI Support
20 to 30%
40%
25 to 35%
40%
The RM Assist Workflow
Step 1
Step 2
Step 3
Step 4
Step 5
Pre-Call Preparation
The RM opens the client record, and RM Assist surfaces a one-screen brief covering portfolio summary, recent activity, and recommended talking points.
Live Conversation Support
A conversational interface allows the RM to query customer data and product eligibility in natural language during the meeting.
Recommendation Layer
Propensity models rank product recommendations by likelihood to convert, personalized to the client’s profile and current life stage.
Post-Call Actions
RM Assist logs key outcomes, generates follow-up tasks, and updates the recommendation queue for the next interaction.
Manager Dashboard
Team leads see RM performance, recommendation adoption rates, and pipeline health in real time.
RM Assist in Action
Wealth Advisor, Portfolio Review Meeting
Before a quarterly portfolio review, the advisor opens RM Assist. It surfaces the client's asset allocation, a flagged maturity coming up in 60 days, and a recommendation to discuss a new structured product based on the client's risk profile and current market conditions. The advisor walks in with a specific, well-grounded recommendation rather than a generic agenda.
Retail Banking RM, Walk-In Customer
A customer walks into the branch. The RM pulls up RM Assist on a tablet, queries the customer's profile, and instantly sees that this customer is pre-approved for a personal loan and has three other product gaps. The RM surfaces the most relevant offer in the first two minutes of the conversation, without running a separate report or leaving the customer waiting.
Designed for BFSI. Not Adapted From It.
