Discover how leading firms are reducing advisor admin time,
streamlining compliance, and improving client experiences with Snowflake.
Wealth management has always been an industry of relationships. But with rising regulatory demands and shrinking margins, advisors are spending more time on paperwork than with their clients.
In this white paper, you’ll see how firms are leveraging Cortex and AI-driven workflows to cut manual admin time by more than half while improving compliance accuracy and expanding their client engagement capacity.
You’ll learn:
- How AI inside Snowflake can auto-populate regulatory forms and summarize client interactions
- Ways to reduce advisor admin time by up to 50%, freeing capacity for high-value client work
- How Snowflake Cortex enables semantic search across client transcripts for instant, compliant insights
- Why an AISQL-only architecture means no external services, no data movement, and full governance
- How to leverage Hakkoda’s repeatable blueprint to extend these patterns across onboarding, KYC, and investor reporting
