Web Financial Group Brings AI To Digital Wealth Platforms

Web Financial Group, a data-driven managed service solutions provider, and Selerity, an artificial intelligence (AI)-powered contextual search and automation company, announced Wednesday (April 19) they have partnered on content personalization solutions for the digital wealth market.

In a press release, the companies said that by combining Web Financial Group’s technology platform and Selerity’s contextual search and notification tools, digital wealth platforms can automatically tailor their users’ content experience to drive engagement and end-user productivity. The joint solution works across all major types of unstructured data, including news, research, social media and a client’s own thought leadership and proprietary content, the companies said.

What’s more, Selerity’s AI is capable of personalizing content across global asset classes and even subjects, including equities, fixed income, FX, commodities, regions, industries and central banks, the press release said.

“The key to differentiation for our banking clients lies in their ability to offer personalized digital banking experiences to their users. Working with Selerity amplifies our capacity to enable banks providing each customer with a truly unique offering,” said Jeremy Diamond, president of Web Financial Group, North America, in the press release. “By remaining 100% vendor neutral, it allows WebFG to incorporate [the] best of breed content and functionality for our clients into our customized, hosted platforms.”

Utilizing Web Financial Group’s products, Selerity’s AI can be integrated into client platforms to provide an intuitive, personalized workflow for retail investors. Selerity’s platform uses multiple, advanced machine-learning algorithms optimized for financial services delivering only timely and impactful intelligence to end-users. This includes user intent, holdings, content relevance and what’s happening in the world in real-time.

“By harnessing Web Financial Group’s advanced marketing technology capabilities and managed solutions, Selerity is able to more rapidly integrate into a client’s platform without significant development and lead times,” stated Ryan Terpstra, CEO & founder of Selerity, in the same press release. “Users are demanding personalized experiences that deliver the most relevant and impactful information specific to their investments, not just the basic aggregation of multiple sources.”