In the fast-evolving world of financial technology, AI innovation is no longer a luxury—it’s a necessity. At the forefront of this transformation is Tanin Sammanee, Head of Product Management at Comarch, a global software house known for its powerful enterprise solutions. Sammanee is leading the charge in redefining WealthTech with AI tools that are not just intelligent but purpose-built for the unique needs of wealth management.
Understanding the WealthTech Challenge
Wealth management is an industry steeped in tradition, complexity, and personalization. Unlike retail banking, wealth management requires deep insights into client goals, risk appetites, financial behaviors, and regulatory requirements. Off-the-shelf AI solutions often fall short in capturing this nuance.
According to Sammanee, “The key isn’t just to adopt AI—it’s to design AI specifically for the realities of wealth management. That means building models trained on financial data, using explainable algorithms, and delivering insights that advisors can trust.”
Purpose-Built AI: A Strategic Advantage
Under Sammanee’s leadership, Comarch has invested heavily in creating AI modules tailored to wealth management workflows. These include:
- Client profiling and segmentation
- Predictive investment recommendations
- Portfolio risk analysis and rebalancing
- Personalized financial advice generation
- Regulatory compliance alerts and automation
These solutions are designed not just for data crunching but to enhance the advisor-client relationship, enabling wealth managers to provide timely, relevant, and customized advice with confidence.
One standout innovation is the AI-powered onboarding assistant, which reduces client onboarding time by automating risk assessment, KYC, and document verification, delivering speed without sacrificing compliance.
Transparency, Trust, and Explainability
Sammanee emphasizes that AI in WealthTech must be explainable. “Advisors and clients need to understand why the AI is making a recommendation,” he says. “We’re not replacing human advisors—we’re making them faster, smarter, and more client-focused.”
To achieve this, Comarch’s AI tools are built with transparency in mind, providing clear justifications for every output. This not only builds trust but also ensures compliance with increasingly strict financial regulations.
Looking Ahead: AI as a Value Multiplier
The future of WealthTech, according to Sammanee, lies in hyper-personalization at scale. With AI doing the heavy lifting in data analysis and reporting, advisors can focus on strategy, communication, and long-term planning, where human intuition is irreplaceable.
As AI adoption grows, Sammanee believes that the platforms that will thrive are those that combine financial expertise, technological depth, and user-centric design—a formula that Comarch is committed to refining.
Conclusion
With visionaries like Tanin Sammanee leading the way, Comarch is helping shape the next generation of WealthTech—one where purpose-built AI solutions empower advisors, delight clients, and drive smarter financial outcomes. The future of wealth management is not just digital—it’s intelligent, contextual, and deeply human at its core.
