OneVest Unveils AI-Driven ‘Next Best Action’ Feature to Revolutionize Client Engagement

Audio By Carbonatix

NEW YORK--(BUSINESS WIRE)--Mar 18, 2025--

OneVest, a leader in wealth management technology, is proud to announce the launch of ‘Next Best Action’, the first feature in its AI-Enhanced Suite—bringing transformative, AI-powered intelligence to wealth management technology.

This innovative feature is designed to elevate client engagement and streamline advisory workflows. Leveraging advanced AI, OneVest’s ‘Next Best Action’ analyzes comprehensive client data to deliver intelligent, real-time recommendations—helping advisors create more timely and personalized interactions.

In today’s fast-evolving landscape, advisors face increasing demands to provide tailored insights while managing complex portfolios. The ‘Next Best Action’ addresses this challenge by offering timely and data-driven recommendations that help advisors anticipate client needs, optimize decision-making, and strengthen relationships. Whether it’s identifying opportunities to refine financial planning strategies, streamlining compliance updates, or enhancing client communication, this new feature transforms how advisors interact with their clients every day.

“OneVest is leading the way in AI-driven innovation for wealth management, and ‘Next Best Action’ is just the beginning,” said Amar Ahluwalia, CEO & Co-Founder of OneVest. “This feature is part of a broader suite of AI-powered solutions we are developing to help advisors work smarter, deliver hyper-personalized experiences, and stay ahead in an increasingly competitive market.”

OneVest’s commitment to innovation ensures that financial institutions and advisors have the tools they need to remain agile and responsive to client expectations. With OneVest’s open and modular platform, ‘Next Best Action' can be seamlessly embedded into existing customer ecosystems enabling advisors to easily access AI-driven insights within their existing workflows, making every client interaction more impactful.

About OneVest
OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit OneVest.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20250318760080/en/

CONTACT: Amar Ahluwalia

[email protected]

KEYWORD: UNITED STATES NORTH AMERICA NEW YORK

INDUSTRY KEYWORD: PROFESSIONAL SERVICES TECHNOLOGY ASSET MANAGEMENT FINTECH ARTIFICIAL INTELLIGENCE

SOURCE: OneVest

Copyright Business Wire 2025.

PUB: 03/18/2025 08:00 AM/DISC: 03/18/2025 08:00 AM

http://www.businesswire.com/news/home/20250318760080/en