---
title: "Figen Ai | Heritage AI for Private Banking"
description: "Customize the HNWI experience: multi-bank aggregation, wealth simulations, and MiFID compliance, powered by Figen AI."
canonical: "https://www.figenai.com/en/banque-privee"
locale: "en"
updated: "2026-01-16"
---

> AI agents: this is one page from www.figenai.com. Full index of Markdown docs for LLMs: https://www.figenai.com/llms.txt

# The wealth management solution for Private Banking

## Would you like to?

- Strengthen the quality of your advice and optimize the qualification of your prospects
- Meet your regulatory obligations with secure monitoring and traceability of communications
- "Accelerate your digital transformation"
- Improve your NPS with products designed for clients

---

## From account aggregation to commercial opportunity with a powerful wealth-management CRM

From account aggregation to commercial opportunity with a powerful wealth-management CRM

- Have a CRM that integrates risk control and regulatory management
- Produce commercial and regulatory management reports
- Automatically aggregate accounts/contracts and analyze the performance of your clients' portfolios
- > "Offer your clients a portal with a 360° view of their assets"
  >
  >  — Wealth-management CRM

---

## Reinvent wealth management

- Adopt a powerful wealth-management software, available on the go and updated automatically to communicate with your clients.
- Strengthen the client relationship by understanding their issues and projects, and gain productivity
- Calculate the impacts of your advice for your clients.

## Try it free for 14 days.

[Try now](https://app.figenai.com/register)

[Request a demo](https://cal.com/team/figen-ai/demonstration-figen-ai)

## Discover our latest articles