Retail Banking • Midwest USA
Democratizing Wealth Management
Regional Credit Union
+200%
New Accounts
$5B
AUM Growth
10x
Advisor Capacity
Services Deployed
- ✓ Autonomous Agents
- ✓ Real-time Analytics
- ✓ Security Audit
The Challenge
The wealth management division was limited to high-net-worth individuals due to the high cost of human advisors.
Our Solution
We introduced 'MarketMind', a personalized advisory agent that provides institutional-grade portfolio construction and rebalancing for accounts as small as $500.
The Results
The bank expanded its addressable market by 50x. Assets Under Management grew by $5B in 18 months as younger demographics flocked to the new accessible service.