Digital Wealth Advisory Platform for Private Banking
Financial Services
What They Were Facing
Pinnacle managed $14B in AUM across 200 relationship managers but relied on a 12-year-old CRM supplemented by Excel-based portfolio reviews and manual compliance workflows. Client onboarding took 11 days on average, advisors lacked real-time portfolio visibility, and the firm was losing high-net-worth clients to digitally native competitors offering superior client experiences.
How We Solved It
AQBEE implemented Financial Services Cloud with a comprehensive household and relationship model supporting individual, joint, trust, and entity accounts. Data Cloud was deployed to ingest real-time market feeds, custodian data, and alternative investment positions, creating a live portfolio view within the advisor console. Einstein Discovery models were trained to predict client attrition and identify cross-sell opportunities based on portfolio composition and life events. A branded Experience Cloud client portal provided self-service access to statements, performance reports, and secure document exchange. MuleSoft connected the platform to custodial systems, compliance tools, and the firm's proprietary research platform.
The Impact
Average client onboarding reduced from 11 days to 3 days with automated KYC, e-signature, and digital document collection workflows.
Client retention rate improved from 89% to 96.4% through AI-driven attrition prediction and proactive advisor outreach programmes.
Einstein-identified cross-sell opportunities generated $23M in new AUM within the first year through personalised product recommendations.
Compliance review time reduced by 60% with automated suitability checks, audit trail tracking, and regulatory reporting workflows.
“The platform AQBEE built has fundamentally changed how our advisors work. They walk into client meetings with a live portfolio view, AI-generated discussion points, and personalised recommendations — all on a single screen. Our clients notice the difference, and our retention numbers prove it.”
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