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Financial Advisor for Wealth Management: Add CTA #2731

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Merged
merged 3 commits into from
Dec 4, 2025
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Financial Advisor for Wealth Management: Add CTA #2731

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5fefe0c
add cta
sfc-gh-cshimmin Dec 3, 2025
10b6ee5
Merge branch 'master' into financial-advisor-si-demo
sfc-gh-kkomail Dec 4, 2025
46124b8
Merge branch 'master' into financial-advisor-si-demo
sfc-gh-kkomail Dec 4, 2025
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8 changes: 8 additions & 0 deletions ...ancial-advisor-for-wealth-management/financial-advisor-for-wealth-management.md
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Expand Up @@ -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.