Artificial intelligence at the heart of advising

Discover how AI in investment management offers smarter and more personalized investment advice. With our AI in wealth management service, we are reshaping advisory services with intelligent automation.

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Your assistant, your investment ally

Transforming financial advising with intelligent AI-driven insights,
enhancing every stage from preparation to follow-up. Deliver more personalized, data-driven advice while spending more time on what matters most - building stronger client connections. Our wealth management software integrates AI to deliver customised insights and improve advisor productivity.

Smart Preparation

AI-powered insights to better understand client needs before meetings.

Enhanced Meetings

Real-time note-taking and data updates, enabling advisors to focus on the conversation.

Seamless Follow-Up

Automated summaries and to do lists, ensuring a personalized and timely experience.

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Our tailored proposition

Throughout your investment journey, discover how AI can assist you.

AI as a Support

Integrating AI as a supportive tool is essential to overcome current limitations.

AI, your copilot

Enhancing analytical capabilities while maintaining human oversight, by elevating AI to the copilot role.

AI, your pilot

Achieving full autonomy in AI will maximize efficiency and fully leverage its potential.

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Our core principles

1. Human in the loop

Emphasizing the added benefits of human oversight in the regulated field of finance.

2. Algorithms

Adding an extra layer of explanations to the existing algorithm to ensure clarity and accessibility for everyone.

3. Data Security

Developing a resilient strategy for compliance, consent, and data security (GDPR compliant).

An assistant that makes all the difference!

Facilitating conversation

Ensure smooth and efficient interaction by automating the input of information, while capturing the client's sentiments and noting to-dos.

Clarifying advices

Provide advisors with simple explanations to understand the complex, rule-based algorithms driving our recommendations.

Offering commercial supports

Guide advisors with the next best actions, whether commercial, administrative, or regulatory.

Briefing the advisors

Create an overview of past sessions and key client data to ensure readiness and deliver the best services for the next sessions.

Proposing a customized experience

Tailor the approach to suit the personality and knowledge of both the client and advisor.

Providing market insights

Deliver concise market information to keep advisors well-informed and equipped for client interactions.

How can we help?

At Gambit, we facilitate the digital transformation of investment offerings by providing a highly configurable, cloud-native platform that supports multiple client segments. We are looking forward to meeting you.

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Ask for a demonstration of one of our solutions.

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FAQ

How does Gambit use artificial intelligence in investment management solutions for financial institutions? +

Gambit leverages AI to support advisors throughout the investment process — from onboarding and client profiling to portfolio construction, personalised recommendations, and follow-up. AI also helps automate repetitive tasks such as meeting preparation, note-taking, and data entry, allowing advisors to focus on high-value client interactions.

Does Gambit’s AI replace human advisors in wealth management? +

No. Gambit’s AI is designed to augment human advisors, not replace them. The platform follows a “human in the loop” approach, providing insights, analytics, and operational support while leaving decision-making and client relationships in the hands of the advisor.

Can Gambit’s AI modules be adapted to an institution’s internal policies and regulatory standards? +

Yes. The AI modules are highly configurable, allowing institutions to align workflows, advice generation, and portfolio management with their own policies, client segmentation, and regulatory requirements. Human oversight remains central, ensuring that outputs comply with internal and regulatory standards.

Does Gambit interpret regulatory texts or provide compliance guidance related to AI? +

No. Gambit does not offer legal or regulatory interpretation or compliance guidance. Its AI focuses on operational support and automation while maintaining secure data handling and human oversight. Institutions retain full responsibility for regulatory compliance.