How HSO's Wealth Accelerator Transforms Wealth Advisory
Help Your Advisors Work Smarter with AI-Powered Wealth Management
Modernize client engagement, unlock deeper insights, and automate advisor workflows with HSO’s Wealth Accelerator.
HSO's Wealth Accelerator in Action
Watch how HSO’s Wealth Accelerator uses AI and Copilot to transform wealth advisory workflows—summarizing client activity, generating pipeline insights, and creating relationships and leads through natural language. The agent also automates tasks, confirms records in Dataverse, and delivers a real-time Client 360 through embedded Power BI and intuitive Power App views.
Key Benefits
- 1
Role-based advisor dashboards with embedded analytics showing performance, goals, production, and drill-down insights directly inside Dynamics.
- 2
AI-driven alerts and Copilot summaries that surface key activities, interactions, and timeline insights automatically.
- 3
Client 360 views consolidating demographic data, activities, accounts, relationships, and risk models in one place.
- 4
Automated service sequences and business rules that generate proactive outreach tasks based on client tier, strategies, or goals.
- 5
Embedded Power BI throughout Dynamics for contextual, interactive reporting at the client, household, or family level.
- 6
Conversational AI agents that summarize data, answer questions, pull legal or service documents, and generate insights on command.
- 7
Natural-language data creation (create leads, referrals, relationships, and records through simple chat prompts).
- 8
AI document intelligence that ingests, categorizes, extracts, and structures data from RFPs, contracts, and other documents automatically.
HSO's Wealth Accelerator gives advisors command of their clients, turning interactions, insights, and documents into actionable intelligence. With AI-driven insights woven into every screen, advisors no longer search for information—information finds them.
Build an AI Agent in One Day
Create a Copilot-powered agent that automates CRM updates, lead creation, and client engagement—so your teams can focus on the deal.
In capital markets, success depends on strong client relationships and seamless collaboration. Yet traditional CRM systems slow teams down with manual entry and compx navigation.
This workshop gives your team a practical path to an agent-first CRM using Microsoft Copilot and Power Platform—so you can design a no-code Sales or Relationship AI Agent that:
- Understands natural-language instructions
- Creates and updates CRM records in real time
- Automates follow-ups and lead capture directly from Outlook
- Works securely within your existing Microsoft 365 environment
Resources