FOR RETAIL BANKS
Build stronger relationships with all of your clients
Our AI orchestration layer delivers proactive and personalized guidance
to every customer, at scale. Configured for your business and your financial advisors.
Featured by top organizations
PLATFORM CAPABILITIES
What individuals experience
Addition Wealth delivers personalized financial guidance to every customer and surfaces intelligence your team needs to deepen every relationship.
WHY ADDITION WEALTH
Everything you need to deliver guidance at scale.
Full program management
Dedicated success teams support implementation, adoption, and ongoing optimization.
Integrations
Frictionless data syncing with your existing core banking and CRM systems, without disrupting what you've built.
Customer engagement
Personalized nudges, content, and next steps delivered automatically between interactions, keeping customers active year-round.
Real-time insights
Behavioral and financial data surface life stages, priorities, and opportunities to your advisors before every conversation.
Efficient systems that scale
AI handles the heavy lifting across your entire customer base so your team focuses on the conversations that matter most.
Configured to your business
Fully white-labeled and configured to your brand, your customers, and your business objectives.
I had the opportunity to get to know Addition Wealth through BMO's WMNfintech program, an accelerator with a bold mission to change the way people experience financial services. Watching Addition Wealth grow has brought that mission to life. It’s been a pleasure to see them tackle one of the industry’s biggest opportunities: using AI and technology to make personal finances easier for people to understand and take action on.
