AI Growth Strategy Session
Business Strategy Summary
AI Wealth Partners - Business Strategy Summary
AI Wealth Partners is a premium consulting firm that partners with wealth management firms to leverage AI for strategic growth. We specialise in AI-powered client acquisition, business process automation, and digital transformation consulting, providing tailored solutions to help wealth management firms achieve significant results. Our core offering combines deep AI expertise with strategic implementation and ongoing optimisation support, empowering our clients to achieve sustainable growth and market leadership.

by Dan Reddish

Target Market & Service Packages
Ideal Client Profile
  • Wealth Managers & Private Bankers
  • Annual Revenue: £2M-£50M (sweet spot: £5M-£20M)
  • Assets Under Management (AUM): £100M-£1B
  • Team Size: 10-50 employees
  • Active Client Base: 100-500
Service Packages
  • Premium Package (6 months)
  • Full implementation support
  • Weekly strategy calls
  • System optimisation
  • Performance reviews
  • Core Package (3 months)
  • Essential implementation
  • Bi-weekly calls
  • Basic optimisation
AI-Powered Solutions
AI Wealth Partners utilises a comprehensive technology stack to deliver tailored solutions for our clients. Our core platforms include Make (formerly Integromat), OpenAI API, UIPath, and Power Automate, enabling us to create powerful automations and intelligent systems.
Client Acquisition & Digital Transformation
1
AI-Powered Client Acquisition Systems
We design and implement AI-driven systems that automate lead generation, outreach, and qualification processes, significantly increasing efficiency and lead conversion rates.
2
Business Process Automation
Our expertise in robotic process automation (RPA) helps wealth managers streamline their workflows, freeing up valuable time for client engagement and strategic decision-making.
3
Digital Transformation Consulting
We provide strategic guidance on digital transformation initiatives, helping wealth managers leverage technology to enhance client experience, optimize operations, and achieve sustainable growth.
Marketing & Outreach
LinkedIn Presence
  • Optimised professional profiles
  • Content strategy
  • Sales Navigator for lead generation
  • Professional networking
YouTube Channel
We create engaging educational content, industry insights, and case studies through our YouTube channel, "Financial Services Ai Growth," to establish thought leadership and reach a wider audience.
Implementation & Qualification Process
1
Initial Discovery
We conduct a thorough assessment of your business, objectives, and current technology landscape.
2
Pain Points Discussion
We identify key challenges and opportunities for improvement, focusing on areas where AI can have the greatest impact.
3
Technology & Growth Assessment
We evaluate your existing technology infrastructure and assess your readiness for digital transformation.
4
Revenue/AUM Verification
We confirm your revenue and AUM metrics to ensure alignment with our ideal client profile and package offerings.
5
Next Steps
We develop a customised roadmap and action plan to guide your digital transformation journey.
Partnership Structure & Future Development
AI Wealth Partners is built on a foundation of equal partnership and complementary skillsets. Dan Reddish, with his AI/Tech/Marketing expertise, and James Jackson, with his Strategy/Implementation/Project Management experience, collaborate closely to deliver exceptional value to our clients. Our shared vision for AI-powered wealth management fuels our continuous development, including scaling service offerings, developing proprietary tools, building team capacity, and expanding our market reach.
Next Steps & Conclusion
Our immediate focus is on finalising company registration, launching our LinkedIn presence, developing our initial content strategy, initiating prospect outreach, and creating compelling case studies to showcase the power of AI in wealth management. AI Wealth Partners is committed to empowering wealth management firms to embrace digital transformation and achieve sustainable growth through the strategic application of AI. Our personalised approach, combined with our proven expertise and innovative solutions, positions us as a trusted partner for wealth managers seeking to navigate the evolving landscape of finance.