Description
Private banks and wealth managers use AI to provide personalised wealth transfer planning — modelling IHT liabilities, identifying gifting strategies, and generating structuring recommendations for high-net-worth clients.
Benefits & ROI
Private banks on Google Cloud use Vertex AI and Gemini for wealth transfer planning. Banks report improvement in HNW client satisfaction and adviser efficiency from AI-powered planning tools.
Technology & data
Vertex AI; Gemini; estate data; IHT modelling; gifting strategy library; personalised recommendation generation.