AWM Insights

AWM Insights App Hub puts your Asset & Wealth Management performance right in your pocket. Get ChatCFO conversational analytics, personalised dashboards, the KPIs that matter most, and smart alerts, all in one secure mobile app. Built for AWM leaders, coverage teams and business managers, the app brings conversational self‑service, curated analytics and persona‑based dashboards together, so you can make faster, better‑informed decisions wherever you are. Key features - ChatCFO self‑service analytics. Ask business questions in plain language and get instant, data‑backed answers right in the app. No spreadsheets required. - Personalised dashboards. See the KPIs and metrics that fit your role, region and line of business. - KPIs that matter. Track your most important measures with Weekly, Monthly and Year‑to‑Date views at a glance. - Real‑time insights. Automatically generated highlights show you what's changed and why it matters. - Smart alerts and notifications. Stay ahead of key movements and thresholds so nothing slips through. - Persona‑based views. See the data that's relevant to regional and coverage teams, organised by your org hierarchy. - Fast and intuitive. A clean, modern experience designed for quick answers on mobile. Benefits - Just ask. Put your question to ChatCFO and get an answer within seconds. - Move faster. Your latest numbers are ready the moment you need them. - Stay in the loop. View your insights and alerts from anywhere. - One place to trust. ChatCFO, dashboards and KPIs all pull from the same dependable data.

What's new in this version: Welcome to AWM Insights on Android, our first release! Meet ChatCFO for plain‑language answers, dashboards, KPIs, Spotlight and alerts