Single pane of glass
Unified Customer 360
Consolidated portfolio holdings, net worth, risk classification, recent transactions, open interactions, and service requests on a single executive console.
Native ServiceNow feature
Wealth management & private bankingBuilt on ServiceNow FSO
Give every relationship manager the whole client, in one place.
The real gap in wealth management isn't advisory capability — it's operational continuity. When prospect leads, KYC onboarding, asset holding views, and post-meeting servicing live in disconnected systems, the RM journey breaks and client trust erodes. Intellivate's CRM runs the entire HNI client lifecycle on a unified ServiceNow architecture.
The cost of fragmented client context
The everyday friction confronting private bankers & RMs
High-net-worth relationships require high-touch responsiveness, but back-office data fragmentation consumes valuable advisory hours.
01
Siloed Client Journeys
Client portfolios, holdings, and service cases live in separate core systems, leaving RMs without a consolidated view.
02
Manual Pre-Meeting Collation
RMs spend hours stitching together client histories across multiple spreadsheets and PDFs before every client review.
03
Detached Compliance Tracking
Mandatory risk profiles, suitability assessments, and periodic KYC updates are tracked outside the daily RM workflow.
04
Missed Cross-Sell Opportunities
Valuable meeting notes and life events are captured inconsistently, allowing portfolio cross-sell potential to slip away.
End-to-end relationship management
Six core capabilities built on ServiceNow FSO
Built on ServiceNow Financial Services Operations to deliver flawless operational continuity across every high-touch interaction.
Zero-dropoff KYC
Guided Digital Onboarding
Playbook-driven onboarding with automated document verification, digital KYC checkpoints, and client collaboration on mobile and desktop.
Native ServiceNow feature
SEBI / RBI aligned
Embedded Regulatory Compliance
Automated risk profiling, suitability checks, mandate verification, periodic review reminders, and complete tamper-evident audit trails.
Native ServiceNow feature
Automated QBRs
Structured Quarterly Reviews
Standardized portfolio performance reviews with automated template generation, asset allocation drift alerts, and built-in suitability sign-off.
Native ServiceNow feature
GenAI transcription
Voice Memo Meeting Capture
RMs record voice memos immediately after client discussions. AI transcribes the memo, extracts key action items, and schedules follow-up tasks.
Native ServiceNow feature
Contextual cross-sell
Intelligent Growth Engine
Algorithmic cross-sell and up-sell suggestions derived from detected portfolio gaps, liquidity events, tax cycle deadlines, and client profile milestones.
Native ServiceNow feature
Measurable advisory ROI
What changes for your wealth practice
Transforming wealth operations from administrative friction into an active client growth engine.
+35% client time
Higher RM Productivity
Dramatically reduce administrative time spent collating reports; free up 35%+ more time for direct client engagement and advisory.
3× faster KYC
Faster, Right-First-Time Onboarding
Automated KYC verification, Aadhaar/PAN validation, and mobile self-service eliminate multi-day back-and-forth email friction.
100% audit readiness
Zero Compliance & Audit Drift
Continuous suitability checks, audit-ready suitability logging, and automated periodic risk profile reviews protect the firm from penalties.
Higher wallet share
System-Assisted Asset Growth
System-generated recommendations turn detected portfolio asset misallocations into timely, structured investment proposals.