diff --git a/site/sfguides/src/financial-advisor-for-wealth-management/financial-advisor-for-wealth-management.md b/site/sfguides/src/financial-advisor-for-wealth-management/financial-advisor-for-wealth-management.md index d543b09e3f..6943cabc95 100644 --- a/site/sfguides/src/financial-advisor-for-wealth-management/financial-advisor-for-wealth-management.md +++ b/site/sfguides/src/financial-advisor-for-wealth-management/financial-advisor-for-wealth-management.md @@ -55,3 +55,11 @@ This solution serves as a comprehensive foundation for various wealth management * **Compliance and Risk Monitoring**: Identify clients with risk concentrations, portfolios exceeding stated risk tolerance, or those requiring periodic reviews to maintain compliance with fiduciary standards. * **New Client Onboarding**: Leverage historical research and market insights to quickly develop investment strategies aligned with new client goals, risk profiles, and preferences. * **High-Touch Relationship Management**: Track interaction frequency with high-net-worth clients and surface priority alerts to ensure consistent, proactive client engagement. + +## Get Started + +Ready to transform your wealth management practice with AI-powered insights? This solution includes everything you need to get up and running quickly. + +**[Run the Demo on GitHub →](https://github.com/Snowflake-Labs/sfguide-financial-advisor-for-asset-management)** + +The repository contains complete setup scripts, sample financial research documents, semantic model definitions, and step-by-step instructions for configuring Snowflake Intelligence with Cortex Analyst and Cortex Search services.