WealthArc & ZeroLink launch AI-based chat service for wealth managers

Share

Share

WealthArc, a Swiss-born wealth data management solution provider, has partnered with ZeroLink to develop WealthArc AI & Analytics, a machine learning-powered “Chat with your data” service tailored for the wealth management space.

The integration of ZeroLink’s technology in the development of WealthArc AI & Analytics enables a new approach for wealth management to effortlessly access, navigate, and comprehend complex data sets.

WealthArc empowers wealth managers, family offices, trustees and other wealth owners with a state-of-the-art data management platform aggregating globally over 200k positions every.

WealthArc’s App is a multi-custodian and multi-currency-driven solution that is intuitive and easy to use, customizable, globally scalable and with a high level of data quality. It ensures that its clients have access to up-to-date and accurate intelligent information, allowing them to make informed decisions that drive positive outcomes and build their wealth.

“We are thrilled to partner with ZeroLink to introduce WealthArc AI & Analytics solution to the wealth management industry,” said Radomir Mastalerz, CEO of WealthArc. “The solution powered by ZeroLink will revolutionize the way portfolio managers, as well as wealth owners, interact with wealth data; ultimately elevating the level of service and raising the bar for the wealth management space as a whole.”

ZeroLink’s novel technology is a knowledge graph question/answering (KGQA) and knowledge modelling platform that utilizes machine learning to provide fast, accurate, and explainable answers to complex questions with reasoning that can be customized by users.

It can translate structured data and unstructured text into a computable knowledge graph that allows users to ask questions such as “What is my best-performing portfolio?” or “What was the currency exchange rate impact on my portfolios?” and receive accurately sourced answers.

“We are excited to partner with the WealthArc team to offer a solution that can work with the sort of data that others simply cannot,” said Darren Tseng, CEO of ZeroLink. “Instead of training these models on massive corpora of data to improve accuracy, our technology enables natural language querying from your existing data and is also better for data privacy as a result.”

Share

Latest

Related Content

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Request Nomination Pack

      Error: Contact form not found.