🇫🇷🇬🇧
Commencez ici
🇫🇷🇬🇧

AI for wealth manager (ifa): free up time, sell more high-value work

A dedicated AI workflow that automates repetitive wealth manager (ifa) tasks. The machine prepares; you keep the decision and signature on what matters.

Get my free diagnostic
Free diagnostic Pilot from €2,900 Human validation No tool change

Where does your time go today?

A wealth advisor can add €60-120K/year by reactivating their existing portfolio. With AI, no prospecting.

Today: 200 clients in the portfolio, active contact with only 30. The others feel forgotten and end up testing the competitor.

The AI tracks each client: financial situation, fiscal movements, expected arbitrage dates. For each legal update or opportunity (PEA, AV, real estate), a personalized note lands in the advisor's inbox, ready to send.

Repetitive tasks AI can absorb

AI prepares upstream; you keep the decision and signature on what commits the client or the professional.

📥

Inbound triage and pre-classification

AI reads, classifies and proposes the right routing for incoming requests, documents or files — the team validates.

📨

Outreach and follow-ups

Prepares personalized follow-ups (email/SMS) per client profile, validated by the team before sending.

📊

Reporting and dashboards

Monthly client summaries: key indicators, alerts, talking points for review meetings.

🔍

Quality control and anomaly detection

Flags duplicates, inconsistent amounts, missing documents — the team focuses on what matters.

📋

Document preparation

First drafts of recurring deliverables prepared from a short brief or existing data.

💡

Advisory preparation

Pre-recommendations to be validated by the professional — turns data into actionable input.

Why entrust this workflow to Hi-Commerce?

Hi-Commerce isn’t a business software publisher. It’s a partner in business optimization and AI automation, designing custom workflows that turn existing data into measurable actions.

650+

clients served

Over 10 years in SEO, e-commerce and automation, with measurable ROI results.

80

LinkedIn recommendations

Public testimonials from agencies, e-commerce brands and independents supported in data and automation strategy.

100%

tailored

Workflow built for your business, your exports, your GDPR framework. Not a generic SaaS subscription.

What AI should never do in your business

  • Make a sensitive decision without human validation
  • Modify a client file without traceability
  • Send a deliverable or message without human review
  • Expose sensitive data to a public AI tool without proper framework
  • Promise guaranteed outcomes
  • Replace the professional responsibility of the wealth manager (ifa)

How much does the AI pilot cost?

The initial diagnostic is free. If potential is confirmed, an AI pilot can be launched from €2,900 ex-VAT. Full deployment is quoted only after analysis.

Free diagnostic

€030 minutes

To estimate your potential before any commercial proposal.

Recommended

AI pilot

from €2,900ex-VAT, 14 days

Test on your real data with systematic human validation.

Full deployment

On quoteafter validated pilot

Price depends on criteria measured during the pilot.

FAQ Wealth Manager (IFA)

Will AI replace my profession as a wealth manager (ifa)?
No. AI frees up time from repetitive production so the wealth manager (ifa) can focus on expertise, client relationship and high-value missions. Human validation remains on sensitive decisions.
Is my client data sent to ChatGPT?
No. Depending on the architecture chosen, processing is local or via a GDPR-compliant environment. Sensitive data does not leave the controlled environment.
Is it compatible with my current tools?
The pilot generally starts from a CSV or Excel export available in most business software. Exact compatibility is verified during the free diagnostic. No software change is required to start.
Why doesn't the full deployment have a fixed price?
Because two wealth manager (ifa) businesses can have very different situations: size, volume, tools, level of automation desired. The free diagnostic then the pilot allow calibrating a defensible quote.
Is the €2,900 pilot mandatory?
No. The initial diagnostic is free and without commitment. The pilot is only proposed if the detected potential justifies a real test.
What if no interesting potential is detected?
In that case, we don't recommend a pilot. The goal isn't to sell AI to every wealth manager (ifa), but to identify situations where automation has a real impact on revenue or capacity.
How long does setup take?
The pilot lasts 14 days on a representative scope. Full deployment is then phased after pilot validation, typically over 4-8 weeks depending on volume.
What are the guarantees on results?
No outcome is guaranteed in advance — we measure the potential during the free diagnostic. The pilot verifies the numbers on your real data before any full deployment.

Next step: 30 minutes to measure the potential

Free diagnostic, remote, no commitment.

Get my free diagnostic