Let’s say there is an advisor who sits at their desk surrounded by files and forms. A client waits for clarity, but the advisor is stuck in administrative tasks. The delay creates frustration on both sides.

This is the reality in some institutions today. Advisors may spend more time meeting bureaucratic requirements and preparing complex reports than building trust with clients. The financial landscape keeps changing, and every new rule adds more time away from client conversations.

The result is clear. Clients want guidance, but advisors cannot give it because they are overwhelmed with other administrative work.

At Gambit, we believe this must change. Proactive advice means giving advisors back their time. It means putting the client at the heart of the investment journey and supporting institutions in anticipating the needs before clients even ask.

How Gambit Empowers Advisors to Support Their Clients

An advisor's true added value is when they can focus and dialogue with their clients. Instead, they often spend hours on paperwork and reporting. Gambit changes this by reducing administration and giving advisors the right tools that help them focus on the human component.

With Gambit, your clients will feel understood. They will receive advice that reflects their goals, not standardized categories. Advisors can guide conversations with confidence, knowing that the groundwork is already done.

Our solutions make this possible:

  • Portfolio Optimiser: Delivers personalised recommendations based on client profiles. It reduces workload and helps advisors focus on building stronger relationships.

  • Advisor-Guided Solution: Combines AI support with advisor expertise. It simplifies complex decisions while keeping the advisor in control of the client journey.

We are clear about our role. We are not here to replace advisors. We help them focus on trust and building lasting relationships.

How Gambit is Building the Future of Proactive Advice

The financial industry is changing. Clients expect their institutions to anticipate needs, not wait for questions.

This shift means moving from a reactive approach to one that is predictive and proactive. Advisors need tools that allow them to act early, guided by insights from data, client preferences, and market trends.

Gambit supports this shift with technology that helps institutions stay ready:

  • Modular APIs: Flexible integration so institutions can add or adjust services quickly without heavy system changes.

  • Personalisation at scale: AI-based advice, digital onboarding, and Discretionary Portfolio Management (DPM) tools that allow hyper-personalisation to each client’s profile and preferences.

The future belongs to institutions that anticipate and do not react. Gambit provides the tools to make this possible.

How Does Gambit Offer Proactive Financial Advice to Different Industries?

Financial institutions face unique challenges depending on their sector. Gambit adapts its tools so that each industry can deliver advice that is both proactive and personal.

  1. Wealth Managers
     Wealth managers need to balance regulatory demands, digital expectations, and competition from independents. Gambit’s solutions help in three ways:

  •  Portfolio Optimiser provides personalised investment recommendations and reduces manual tasks, giving advisors more time with clients.

  • Advisor-Guided Solution blends AI support with advisor knowledge, so clients get clear and customised guidance while the advisor stays in control.

  • Execution-only to DPM conversions turn transactional relationships into long-term partnerships and offer personalised portfolios and continuous rebalancing.

  1. Retail Banks
     Retail banks must compete with robo-advisors and fast-moving neo-banks while handling the pressure of client expectations. Gambit makes it possible to offer more:

  • AI-based advice delivers customised recommendations that scale across large client bases.

  • Tailored DPM solutions give banks flexibility, from full white-label services to specific support modules. This lets banks offer premium experiences without taking on new operational burdens.

  1. Life Insurers
     Insurers often struggle with product similarity and regulatory complexity. Gambit addresses these challenges with:

  • Profiling and onboarding tools that guide clients through risk and sustainability questionnaires, producing profiles that reflect individual preferences.

  •  My Mand@te DPM platform, built with BNP’s optimisation algorithms, allows smaller mandates from €50k to access personalised and ESG-aligned portfolios. This widens the client base while maintaining transparency and trust.
  1. Asset Managers
     Asset managers need to meet demand for complex and sustainable portfolios while also exploring direct distribution to retail clients. Gambit supports this shift with:

  • Portfolio Optimiser to manage complex strategies, including ESG and non-listed assets, without needing larger teams.

Gambit adapts its technology to each sector. The result is the same across all industries: institutions can anticipate client needs, deliver personalised advice, and keep pace with a market that demands more every year.

The Gambit Edge: Making Proactivity the New Standard

What sets Gambit apart is the way we combine reliability with adaptability and human focus. Institutions trust us because we deliver solutions that meet the current demands while preparing for tomorrow.

  • Fast deployment
     Our agile and disciplined delivery methods mean institutions can launch new services quickly. Configurability is built in, so banks, insurers, or asset managers can create customised solutions without long delays or complex overhauls.

  • Security first
     Every part of our technology is tested by auditors and reviewed by security teams. As part of the BNP Paribas Asset Management Group, Gambit also benefits from high-level cybersecurity standards and gives partners the assurance that their systems and data are protected at every step.

  • International expertise
     Gambit has experience working with organisations of different sizes and in different markets. This allows us to adapt to local requirements and operational realities while still delivering consistent quality. Institutions can rely on our solutions whether they are managing private clients, retail investors, or insurance portfolios.

  • Human-centred technology
     Our solutions are designed to support, not replace, advisors. We give advisors more time to focus on building lasting client relationships by reducing administrative tasks and providing personalised recommendations.

Gambit’s edge is clear. We help institutions act faster, stay secure, expand with confidence, and build stronger client relationships. This is how we make proactive financial advice the standard in today’s markets.

Bottom Line

Gambit is reshaping how financial advice is delivered and experienced. Our solutions reduce administration, support compliance[CA3] , and make it possible for institutions to anticipate client needs.

Advisors can spend more time guiding clients. Clients can receive advice that reflects their goals and preferences.

With our solutions, we help advisors be better advisors and clients feel more understood. That is how we redefine finance for the future.

  

This publication’s content is solely intended for informational and promotional purposes. This publication is not intended to provide contractual offers or professional financial advice. 
Maria Ceruti
Maria Ceruti
Maria Ceruti joined Gambit Financial Solutions as a Product Marketing Specialist, where she played a pivotal role in building the company’s marketing ecosystem from the ground up. Her responsibilities spanned product positioning, communications, content strategy, and event coordination. She successfully integrated ESG narratives and compliance themes into the company’s messaging, enhancing Gambit’s visibility in both the financial and fintech sectors. Her contributions bridged product innovation with thought leadership, reinforcing the brand’s credibility and relevance.