Cut Out The Learning Curve: AI for Family Offices, Wealth Advisors and Institutions

Wealth management software today is at the forefront of FinTech. The latest solutions can aggregate data across all asset classes, generate real-time reports for users on global assets in high-level detail, in any currency. At the same time, as these solutions become increasingly powerful, they become increasingly complex to operate, placing strain on support resources. But what if users had access to any answers on-demand, effectively becoming their own tech support?

Key Takeaways

Software solutions are hampered by complicated interfaces, and low user adoption

Additionally, when tech support is required, it can be a slow and painful process

Masttro solves this with Knowledge Center, an NLP assistant that answers platform questions instantly

It eliminates external dependency, improves user efficiency, and accelerates platform adoption.

Cut Out The Learning Curve: Understanding AI for Family Offices, Wealth Advisors and Institutions

Technology adoption challenges

Family offices, wealth advisors and institutions that embrace innovative technology have possibly felt a downside: slow adoption within internal teams and frustrating tech support delays. Sometimes just learning how to operate complicated interfaces requires weeks of training and creates a dependency on a handful of users. Even if this is avoided, when a user needs help, they don’t want a support ticket number and the promise of an answer in 24 hours. And with the latest advances in artificial intelligence, they deserve better.

Built-in tech support, at your service.

With Masttro Intelligence, AI capabilities are embedded into the platform through an agentic intelligence architecture. This extends to built-in tech support in the form of the Knowledge Center, a natural language knowledge assistant that can answer user questions on the platform instantly. No support tickets or waiting, Knowledge Center eliminates this external dependency, improves user efficiency, and accelerates platform adoption.

Redefining wealth management

Where modern wealth management software has been able to solve the challenges of fragmented data and manual workflows, solutions shouldn’t require months of onboarding and be limited by over-reliance on a few key users. Masttro Intelligence goes further than other solutions to solve this pain point, using AI to totally redefine productivity and client experience.