The Trust Bridge
Wealth Management
High-net-worth clients use AI to research asset allocation, but they don't transfer millions based on an algorithmic recommendation — they need their RM. Mercury Bridge ensures your RM greets them with full knowledge of their AI research.
Impact Metrics
4x
Qualified Pipeline
67%
RM Conversion
90s
Avg Response
100%
Context Preserved
The Trust Gap in Wealth Management
Your RMs are brilliant at closing face-to-face. But how many HNW prospects never make it to the meeting?
!
High-net-worth prospects research on ChatGPT before contacting RMs!
43% abandon when forced to restart their story from zero!
RMs walk into meetings blind, without AI research context!
Lost AUM from prospects who choose competitors with better handoffThe Mercury Bridge Solution
Context Transfer
When a prospect moves from AI research to RM consultation, we transfer their entire inquiry history.
Expert Matching
AI matches HNW prospects to optimal RM based on expertise, personality, and availability.
Trust Verification
Blockchain-verified credentials and compliance documentation for regulatory requirements.