BNP Paribas Wealth Management is the private banking division of BNP Paribas Group, serving high- and ultra-high-net-worth clients in over 30 countries. Headquartered in Paris, the bank manages €628 billion in assets and operates across the world delivering sophisticated investment strategies tailored to individual client needs.
To meet the evolving expectations of its global client base, BNP Paribas Wealth Management sought to:
BNP Paribas Wealth Management partnered with Unique to build Genix, an enterprise-ready Generative AI solution for wealth management. The project focuses on developing powerful use cases like Investment Advisory Assistant.
Key solutions include:
Investment Content Creation and Acceleration: Unique AI helps BNPP WM revamp and accelerate the production of investment content, enabling faster creation of recommendation notes and portfolio updates.
Support for Relationship Managers: The platform assists RMs in their daily workflows, increasing efficiency and empowering them to deliver higher-quality service to clients.
Document Ingestion and Analysis: Unique AI ingests and analyzes complex documents in seconds, providing summaries and actionable insights to support better and faster decision-making.
Stronger client engagement and higher conversion rates driven by faster, more personalized service
Accelerated time to market, which enables clients to seize market opportunities faster
More time for human advisers to focus on meaningful client interactions