# Connect clients and wealth advisors Deliver more efficient wealth management services Source page: https://www.finogeeks.com/en/solutions/wealth-management Language: en For private banking, wealth management and securities wealth teams, bring together client objectives, account information, product knowledge and institutional research. Agents help organize information, prepare service materials and follow up. Advisers review content, make decisions, confirm actions and retain service records in their workspace. ## Client access and advisor workspaces / Working together to serve clients It's not like we're talking about people's needs, more information. / Consultants verify information, form judgement and advance services. ### AI + Super App Clients use mini-programs in the enterprise app to request services, submit information and track progress. FinClip provides the service interface and connects clients to the institution's workflows. ### FinDesk Professional Desk Use business plugins to review client objectives, account information, source references and pending tasks. Review and confirm agent-prepared materials, then arrange follow-up. ## From client needs to ongoing follow-up / Connect every step of service This is the first time in the world that the country's economy has been affected by the crisis. / Professionals assume judgement, recognition and operational responsibility. ### Collapse customer needs The client targets, available information and service requirements are grouped, and additional information is required. ## Client, product and institutional knowledge / A shared foundation for advisory services In addition to this, it is possible to link the content of the service to client information and sources of information. / Verification of deficiencies and conflicts, with additional necessary information. ### Client targets :: Collate client objectives, needs and service preferences, and prepare for communication and follow-up. ### Accounts and holding Access to authorized accounts and warehouse information, collation of business points and information to be verified. ### Products and systems Retrieve product documents, institutional policies and business information through FinLore, with source references retained. ### Institutional perspective The agency reviews the published research and service information for consultation and verification by the consultant. ## Define data access boundaries / Keep advisor confirmation and action records ### Data access and execution environment Define access by client relationship and employee role. FinSAFE enforces file, tool and network boundaries during execution. ### Key business operations FinGuard checks information updates, messages and workflow submissions. Manage approvals, credentials and execution records centrally. ### Professional judgement and traceability Retain the adviser's review and confirmation of service content. Link knowledge sources, human decisions and action records. ## Choose products for your workflows / Connect the systems your business needs ### FinDesk / FinClip Advisers work on the desktop, while clients use the enterprise app to make inquiries and request services. ### FinHub / FinClaw Manage agent identities, sessions and messages, perform business assignments and call tools. ### FinLore / FinSkills Hub Knowledge retrieval references are provided, as well as audit, distribution and version management of business skills. ### FDE implementation and delivery Map client information and service workflows, connect knowledge, account and CRM systems, and configure adviser confirmation and business actions. Complete pilot validation and operational handover. ## Respond to changing client needs with timely follow-up Create tasks from service needs such as account-information updates, changing client objectives, market movements and regular reviews. Advisers confirm the communication content and next steps. ### Opening and updating of information Organize client-provided information, service objectives and supporting documents. Identify missing information and, after client confirmation, update it through the existing KYC process. ### Changes in objectives and important matters When client objectives or family circumstances change, summarize the implications and items to verify, prompting advisers to gather information and follow up. ### Market volatility and accounts review Prepare conversation outlines using institutional research, client objectives and account information. Retain sources for advisers to check and explain. ### Regular visits and reminders FinClaw runs scheduled preparation tasks for client reviews. FinHub sends results to the adviser's workspace, where the adviser confirms service arrangements. ## Submit advice and critical actions for advisor review Bring client information, institutional rules and knowledge references into the review. Existing rule engines perform business checks, advisers exercise professional judgment, and the gateway controls action authorization and execution. Smart organization of working materials, indicating the cause and source of the trigger. ### Trigger with business object Show whether a client question, information change or scheduled review triggered the task, and link the relevant client and account. ### Basis and verification results Provide references to client objectives, product documents and institutional research, along with results from suitability and business-rule checks. ### Content to be processed Show the content to send, update or process, together with the systems and business records affected. ## Wealth management FAQs ### How can wealth management agents help clients and advisers? Clients make inquiries, provide information and track progress through existing channels. Agents organize objectives, account information and institutional knowledge into communication materials. Advisers review, revise and confirm them in the workspace before arranging follow-up services. ### Who is responsible for customer propriety and professional judgement? Existing institutional rule engines and business systems handle suitability and other business checks. Advisers retain responsibility for professional judgment and content review. FinAIOS coordinates information, tasks, reviews and system operations, preserving supporting evidence and process records. ## Related resources - [Explore FinClip](https://www.finogeeks.com/en/products/finclip) - [Explore FinDesk](https://www.finogeeks.com/en/products/findesk) - [Explore FinGuard](https://www.finogeeks.com/en/products/finguard) - [Workspaces FinDesk / FinClip Advisers work on the desktop, while clients use the enterprise app to make inquiries and request services.](https://www.finogeeks.com/en/#channels) - [Manage and run FinHub / FinClaw Manage agent identities, sessions and messages, perform business assignments and call tools.](https://www.finogeeks.com/en/products/finhub) - [Understanding implementation delivery](https://www.finogeeks.com/en/services/fde)