AI-Powered Digital Wealth
Management for Banks
Transform your bank's wealth offering with an intelligent, white-label platform — built for retail banking at scale, across regulated markets.
Why Wealth Remains Untapped in Retail Banking
Despite holding trillions in deposits, most banks have yet to meaningfully monetize their customer base through wealth management.
Fragmented Onboarding
Paper-heavy KYC and in-branch-only processes result in drop-off rates above 70% before a customer makes their first investment.
Product Breadth Gap
Most bank wealth offerings are limited to FDs and third-party MF referrals — missing out on MFs, NPS, bonds, PMS, and insurance products.
No Advisory Intelligence
RM capacity constraints mean proactive advisory never scales. Most customers receive zero investment guidance after account opening.
Legacy Technology
Core banking systems lack the flexibility to support modern wealth products — building in-house takes 3–5 years and hundreds of crores.
A Complete Wealth Stack — Ready to Deploy
AmaraWealth gives banks a fully white-labeled wealth management platform — covering digital onboarding, AI-driven advisory, a 10,000+ product marketplace, and consolidated portfolio tracking. All compliant, all configurable.
- Brand it as your own — your bank's identity, colors, and domain
- Deploy as SaaS, dedicated cloud, or on-premise
- SEBI-registered research, AMFI-compliant distribution
- Full API layer for integration with core banking and CBS
- Launch in 8–12 weeks, not 3 years
From Contract to Live in 8–12 Weeks
Discovery & Configuration
Brand setup, product catalogue configuration, compliance review, and CBS integration scoping.
Integration & Testing
API connections to your core banking system. Full UAT with your team on staging environment.
Staff Training
RM enablement workshops, admin panel training, and dedicated customer success onboarding.
Go Live
Phased rollout to select branches first, then full network. Ongoing SLA monitoring and support.
Everything Your Bank Needs
Bank-Grade Security
256-bit encryption, MFA, role-based access, SOC 2 Type II ready, and RBI cyber security compliance.
Modular & Flexible
Deploy only what you need — add or remove modules as your offering evolves without rearchitecting.
RM-Enabled CRM
Relationship manager dashboard with client insights, recommended actions, and performance tracking.
Real-Time Analytics
AUM growth, product mix, customer engagement, and revenue attribution dashboards for management.
NRI Support Built-In
NRE/NRO account recognition, FEMA-compliant flows, and multi-currency support from day one.
Multi-Tier Access
Branch, RM, operations, compliance, and management — all with role-specific views and permissions.
Ready to Launch Your
Digital Wealth Platform?
Talk to our team and get a tailored demo of how AmaraWealth fits your bank's existing systems, brand, and customer base.