Key Capabilities:

Contextual Generative AI Integration WMX applies generative AI across advisor-centric functionalities, boosting productivity and efficiency:

• Automated Action Item Extraction: Summarizes key points and action items from advisor-client conversations • Intelligent Lead Engagement: Identifies relevant content to engage leads effectively • Data-Driven Conversion Strategies: Generates clear calls-to-action based on historical data from similar clients

Advanced Conversational Experience and Summarization:

• Natural Language Queries: Ask WMX questions about ingested data and receive clear, concise answers in plain English • Insight Generation: Summarizes findings and generates relevant insights based on natural language inputs, elevating advisor productivity

Role-Based Access Control (RBAC):

• Implements permission-based access to documents and data ingested by the AI assistant • Ensures data security and compliance with organizational policies

Legal and Compliance Integration:

• Supports both pre- and post-processing of AI-generated responses • Customizable compliance checks tailored to enterprise-specific requirements and industry regulations

Modern Architecture with Customizability:

• WMX uses Microservices-based cloud-native architecture with flexibility, customization for enterprise-specific needs • It applies Enterprise RAG best practices for production-ready application (requires customization as per the enterprise’s requirements)