Banking that understands
the wealth of relationships.
Because wealth is never just held.
Clayfin Wealth Management helps banks bring clients, advisors, portfolios, insights, and execution into one platform built around trust, timing, and growth.
Faster to market
Launch wealth journeys without waiting for years.
Advisor ready
Give RMs the clarity to act with confidence.
One platform
Bring clients, products, portfolios, and execution together.
Built to scale
Run wealth services across segments, markets, and asset classes.
Wealth relationships are shaped by more than the portfolio
Time-to-market
Wealth opportunities cannot sit inside long build cycles. Clayfin helps banks launch wealth journeys faster with configurable workflows, ready integrations, and implementation support.
RM productivity
An advisor should not spend more time finding information than guiding the client. Clayfin brings portfolio views, client context, alerts, recommendations, and workflows closer to the RM.
Multi-asset complexity
Wealth gets harder when every asset class behaves like its own island. Clayfin helps banks bring multiple products, portfolios, execution flows, and client journeys into one connected platform.
Cross-sell
Every advisor relationship runs on information.
Here is what Clayfin puts in their hands
Portfolio drift detection
Spot portfolios that may need review, rebalancing, or advisor attention.
Client opportunity signals
Identify moments where a client may need guidance, education, or a relevant recommendation.
Intelligent rebalancing
Help advisors move from portfolio movement to suitable action.
Predictive analytics
Surface patterns across client behaviour, product interest, and portfolio activity.
Clayfin Platfrom Powers 200+ Projects Globally Across 7 Countries
Large Private Sector Bank, India
One of India's largest private banks deployed Clayfin Wealth Management to move beyond relationship-driven gut calls. With real-time data and AI-powered analytics now in every advisor's hands, the bank saw measurable improvement in client engagement and RM productivity — and publicly credited the platform for it.
Leading Middle Eastern Bank
A major Gulf bank wanted wealth management that felt personal across every channel. Clayfin delivered an omnichannel experience that the bank's Deputy CEO credited with improving responsiveness, operational agility, and the quality of personalised service at scale.
Fast-Growing Indian Bank
When a fast-growing Indian bank needed to upgrade its wealth platform, the benchmark was experience, not just functionality. Clayfin's implementation won the IBS Intelligence Award for Best Digital Channel/Platform Implementation.
Every asset class.
One platform.
A wealth relationship does not live inside one product.
- It may begin with mutual funds.
- Move into insurance.
- Extend to equities.
- Add bonds.
- Explore structured products.
- Grow into alternatives.
Clayfin Wealth Management helps banks bring asset classes, client journeys, advisor workflows, and execution into one platform.
So the client sees one relationship.
Not a set of disconnected product lines.
What This Includes
Asset classes covered
Mutual funds | Insurance | Equities | Bonds | Structured products | Alternative investments
Intelligent Onboarding
Start the wealth relationship with smoother client onboarding, profiling, documentation, and account readiness.
Trade and Execution
Support transaction journeys across eligible products, asset classes, and execution workflows.
AI Wealth Intelligence
Bring portfolio movement, client signals, and product opportunities closer to advisor action.
Advisory
Give RMs and advisors the tools to guide, recommend, manage, and grow client relationships.
Research and Alerts
Keep clients and advisors informed with relevant insights, updates, triggers, and portfolio alerts.
Wealth management does not go live by switching on a platform.
You need people who understand the advisory relationship.
- The compliance layer.
- The client hierarchy.
- The reporting requirements.
Clayfin works with banks from solutioning to deployment and beyond. The team that helps define the wealth journey is the same team that builds and runs it.
Where AI and execution come together.
In wealth, insight is only valuable when it can become action
A recommendation should reach the advisor.
A portfolio shift should lead to the right workflow.
A client opportunity should move into a conversation.
An advisory moment should connect to execution.
Clayfin brings intelligence and execution into the same wealth journey, so advice does not stay in one system while action waits in another.
Advisory Capabilities
- 360° client portfolio visibility across all asset classes
- Digital proposals and mandate management
- AI-assisted recommendations with human approval workflows
- Structured approvals and governance
A product portfolio that works
together across your bank.
Corporate banking does not live in isolation.
Business owners are retail customers. Promoters may need wealth journeys. Relationship teams need better visibility.
Clients may want banking through voice or assisted channels. Clayfin’s product portfolio helps banks connect more of the relationship.
Channel Analytics
See where customers move, pause, and leave
Smart Retail Banking
Omnichannel banking experience
Every client deserves an advisor who never loses the thread.
A portfolio review that feels like the advisor already knew.
A life change the bank was ready for.
A relationship that keeps earning trust.