The All-in-One Solution for Retail Banks

Your clients demand speed, personalization, and trust. We make it possible at scale.

Privé’s AI-powered platform equips retail bank Relationship Managers via our RM Dashboard with a command center view of their client book as well as the ability to deliver hyper-personalized portfolios to their clients in seconds. From automatic KYC to constant portfolio monitoring, every step is faster, smarter, and built for growth.

Features

Why Retail Banks Choose Privé

RM Essential Toolkit. In One Place. In Real Time.

The RM Dashboard gives advisors a command center view of their client book, KPIs, news and daily priorities. Real-time insights, alerts, and AI-powered recommendations help teams identify client needs, act on new sales opportunities, and track client performance with precision.

Mass Personalization. Zero Trade-offs.

Deliver hyper-personalised investment proposals in seconds with PrivéAI-go®, our patented AI portfolio tool. From suitability checks to real-time construction, serve thousands of clients with tailored proposals.

Faster Onboarding. Smarter Profiling.

Automate KYC, AML, and risk intake with our digital onboarding tools. Cut Onboarding time with investor profiles that feed directly into proposal generation, portfolio construction, and suitability checks.

Built-In Compliance. Auditable by Default.

Real-time regulatory checks are embedded across the full advisory and execution process. Our system logs every step for a complete audit trail across all channels and jurisdictions.

End-to-End Efficiency. Fewer Manual Steps.

Reduce processing time and increase output with intelligent automation. From proposal to execution, the platform replaces fragmented processes with a seamless, data-driven journey.

Track Progress. Achieve Client Goals.

Use AI-generated nudges, performance dashboards, and goal tracking to keep clients engaged. Our tools support advisors with timely insights, tailored content, and calculated next steps.

Retail Banks’ Solution Suite

Privé's tools are flexible, scalable, and built for peak performance. Our solutions are curated just for Retail Banks:

Advisory Platform

— Guided journeys. Intelligent advice.

Transform client interactions with a comprehensive advisory journey designed to provide tailored insights and optimize investment strategies.

Risk Profiling & Preferences Intake (Privé Flex)
A.I. Portfolio Comparison & Construction (PrivéAIGO®)
Digital Proposal Generation
Portfolio Proposal Engine
Optional add-on functionality: Order Management, Client Reporting

Onboarding & Client Profiling

— Faster onboarding. Smarter Insights.

Digitize your client onboarding process with KYC, AML, risk profiling, and investment suitability. Personalized and compliant from day one.

Digital Onboarding (Veridate)
Risk Profiling & Preferences Intake (Flex)
A.I. Portfolio Match & Proposal (Flex + PrivéAIGO®)

Portfolio Execution

— From Proposal to Trade. In Seconds.

Our tools automate every step from proposal acceptance to order routing. Ensure precise, auditable execution across all channels.

Order Management
Portfolio Management
Structured Products (Optional)
Rebalancing (Optional)

Goal-Based Planning

— Simulate Changes. Plan for Real Goals.

Simulate real-world financial goals and map them to tailored investment strategies automatically. Our tools evaluate performance, highlight shortfalls, and generate strategies built around each client’s goals.

Goal-Based Wealth Planning
Portfolio Comparison
Investment Strategies (Optional)

Reporting & Oversight

— Track What Matters.

Bring clarity and control to your reporting. Privé’s tools can deliver transparency across portfolios, fees, performance, and retrocessions.

Reporting & Analytics
Fee & Retrocession Tracking
Audit-Ready Workflows