Introducing Pharos
Growth in private banking and wealth management is the culmination of a series of smart commercial decisions.
Pharos is a holistic wealth management platform for relationship managers (RM) and advisors, offering generative AI-powered insights and customizations. It serves as the foundation for driving commercial growth and enabling change management across your organization.
Actionable Insights With Pharos
Pharos delivers actionable insights through meeting summaries, next steps, and personalized recommendations powered by generative AI. By capturing each customer’s needs, we enable tailored actions that enhance engagement and improve outcomes.
Automated daily reports track progress and keep advisers informed. With 360‑degree oversight, our end‑to‑end reporting provides a complete view of commercial activities.
Interactive customer heatmaps further visualize next‑best‑action opportunities and account insights, empowering smarter decisions.
30-50%
More client meetings per RM, enabled by smarter scheduling
20-30%
Higher lead conversion, powered by personalized insights
15-25%
Increase in new client penetration, driven by tailored engagement
10-15%
Uplift in fee margins, achieved through pricing enforcement
Pharos Elevates Financial Intelligence With AI Integration
Pharos powers adaptive AI for finance, blending generative AI, CRM, and decision engines to boost insights, personalization, and engagement.
Platform-neutral capabilities are tailored to client requirements; plug-and-play modules now accelerate setup and enable low-friction deployment and multi-user access management.
Equipping bankers with Pharos during our pricing review proved to be one of our most powerful decisions — from a change management and financial standpointAlexandre de Montbas, Former CFO, SYZ Group