How Wealth Managers and Family Offices can Profit from Gen. AI Deep Search

Nina Habicht • July 23, 2025

What are the Challenges Wealth Managers Face?

Wealth Managers and Family Offices spend hours searching for critical connections and insights in their portfolios. This process is time-consuming, error-prone, and heavily manual. Wouldn’t it be better to spend that time face-to-face with your high-net-worth clients?

 

Generative AI tools like dreamleap securely guides you through your clients’ portfolios, handwritten documents, and complex wealth reports in seconds using intelligent search. Your clients’ data remains securely stored and always within your control.

 

"In the age of AI, Wealth Managers deserve to spend their time where it truly matters face-to-face with their clients, fully prepared for meaningful, complex conversations. Not lost in a sea of documents."

Docs Wealth Managers Need to be able to Analyze

Wealth data is often complex, consisting of a wide range of documents—property ownership contracts, tax statements, private equity and startup investments, as well as inheritance rules and wills.



Key Benefits of a Secure Portfolio AI?

The Key Benefits are clear:


Wealth Managers, financial institutions, private equity firms can:



1) Instantly access all critical data before client meetings

2) Easily ask about earnings reports

3) Get accurate forecasts tailored to your clients

4) Receive clear summaries of tax reports

5) Identify and resolve blind spots in wealth data

6) Discover next best actions to personally guide your clients

 


How Does dreamleap Wealth Search Work?

1) Securely connect your data

2) Ask your questions

3) Receive instant, cited insights across thousands of documents


dreamleap is supporting family offices, financial institutions in providing deep insights. Swiss-Made. Secure.

  • What is Deep Search in Wealth Management?

    Deep Search is an intelligent retrieval mechanism based on LLMs, RAG, Agentic components and advanced AI engineering models and mechanism. They enable a deep search and find results within similar documents and throughout various formats.

  • What is the Difference between Deep Search and Copilot AI?

    Copilot AI is a valuable tool to build agents, however is not retrieving the exact same quality and deep results that a specific AI search for wealth management data does. Our application - however- can integrate with Microsoft Copilot Studio or other Microsoft Agents.

  • What is the Difference to other Search Tools?

    Our system is securely developed in Switzerland, and customized to your specific data and industry. Therefore, we provide deep knowledge in regulated environments, such as banking, financial institutions, construction, insurance and healthcare & pharma.

< Older Post

SEO in the Age of AI: How to Optimize for Generative Search

By Nina Habicht • April 15, 2025
Summary

How Agentic AI Transforms Workflow Optimization

March 2, 2025
How Does Agentic AI Differ from Other Types of AI?

Bias in AI: A Call for Change

January 27, 2025
Artificial Intelligence (AI) holds immense potential to transform industries, from healthcare and finance to education and governance. However, as this technology becomes more integral to our daily lives, it’s crucial to address a pressing issue: bias in AI systems.
Show More