Empower Client-Centric Finance with AI-Driven Advisory, Service, and Compliance Workflows.
RoundInfinity transforms how financial institutions, wealth managers, and brokerages engage clients and manage operations. From onboarding and compliance to portfolio servicing and advisory coordination, the platform automates complex, regulated workflows. With AI-powered agents, personalized outreach, SLA-driven servicing, and integration with CRMs and core systems, firms deliver faster, more compliant, and highly personalized client experiences.
Client Onboarding & KYC Automation
Streamline account creation and compliance with automated KYC, document collection, and approval workflows.
AI-Powered Client Communication
Engage clients across WhatsApp, chat, SMS, email, and voice with intelligent AI agents.
Portfolio & Investment Requests
Enable clients to raise portfolio rebalancing, withdrawals, and investment change requests via self-service portals.
Smart Ticketing & SLA Management
Log and auto-route service requests, with SLA tracking, escalations, and resolution workflows.
Custom Investment & Compliance Workflows
Configure tailored workflows for risk profiling, suitability checks, and internal compliance approvals.
Real-Time Client 360 & Agent Workspace
Give advisors full visibility of client holdings, transactions, preferences, and past interactions.
Voice Bots & Call Transcription
Automate routine call handling and convert conversations into structured insights with AI.
Automated Reporting & Document Generation
Auto-generate client reports, account statements, investment summaries, and compliance documents.
Client Feedback & Relationship Audits
Collect feedback post interactions and use AI insights to improve advisory services.
Task & Workflow Management for RM Teams
Assign tasks, manage handoffs, and streamline team collaboration through centralized dashboards.
Outbound Campaigns for Product Offers
Run personalized outreach for new products, portfolio reviews, or re-engagement campaigns.
Integration with Core Banking & CRMs
Connect seamlessly with banking systems, CRMs, wealth tech platforms, and data providers.