ANNOUNCEMENT

Hexaware Positioned as a Visionary in the 2026 Gartner® Magic Quadrant™ for Custom Software Development Services

Gartner, Magic Quadrant for Custom Software Development Services, By Jaideep Thyagarajan, Ryan McKinney, Nathan Davie, 7 October 2026. Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Hexaware.

Flyer

Agentic AI for Hyper-personalized Wealth Advisory with Salesforce

Proactive wealth management, powered by agentic AI

As a wealth advisor, your greatest value lies in building trust through personalized experiences and meaningful, empathetic conversations. However, industry research indicates that while clients desire more frequent and tailored communication, most of an advisor’s time is spent on non-client-facing tasks.

Imagine transforming this reality with agentic AI for wealth advisory. Hexaware AgentVerse for Financial Services—Investment Guidance, an agentic AI-powered solution for wealth advisors built on Salesforce’s Agentforce platform, reimagines advisor workflows to deliver exceptional, human-centered service at scale.

Why Choose Agentic AI for Wealth Advisory?

Hexaware’s agentic AI solutions autonomously analyze vast data sets to identify key impact areas, delivering real-time, personalized insights and actionable recommendations. Advisors are empowered with context-rich communications, ensuring every client interaction is proactive, relevant, and impactful.

Key Benefits

4X increase in personalized client communication frequency
Up to 80% reduction in administrative workload
Up to 60% reduction in portfolio management time
Up to 50% improvement in client meeting efficacy
Real-time touchpoints for enhanced engagement
Improved client retention and satisfaction
Automated compliance and reporting
More time for strategic, relationship-driven engagement
Seamless integration with existing systems and APIs

Our agentic AI-powered solution integrates effortlessly with planning tools, portfolio systems, and tax software, unifying data for holistic insights and smarter, AI-driven portfolio management decisions.

Hexaware’s agentic AI solutions on Salesforce empower wealth advisors to deliver hyper-personalized, proactive service—freeing up more time for what matters most: building lasting client relationships.

Ready to transform your wealth advisory practice? Download the flyer and see how agentic AI for wealth advisory can elevate your client experience.

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Get the Resource

Download this Hexaware resource and explore what's possible.

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