This week, we sit down with Salim Benabbes, Co-Founder and CEO of Yieldy, a fast-growing GenAI platform reshaping how wealth managers connect with clients online. With a founding team rooted in deep financial, technical, and AI expertise, Yieldy tackles one of the sector’s most persistent challenges: turning digital visitors into engaged, long-term clients.
From hyper-personalized onboarding to real-time behavioral insights, Yieldy is building a new standard for advisory engagement—secure, compliant, and designed for scale. In this conversation, Salim takes us inside their vision, traction, and the industry shifts shaping the next wave of digital wealth management.
1- Tell us about yourself / your co-founder(s)
We are a complementary founding team combining deep financial, technical, and AI expertise.
I spent more than 12 years in global investment and private banking, advising over €2B in assets and working closely with wealth managers and institutional clients. I’m a Registered Investment Advisor with a background from HEC Paris and Paris Dauphine.
My co-founder Said is a senior IT architect with 20+ years of experience leading large-scale financial technology projects, including serving as Solution Head Architect at a cloud-native core banking platform. He brings deep mastery of secure, scalable infrastructure.
Arslane, our Chief AI Officer, is a specialist in GenAI and full-stack development. He has hands-on experience building and deploying machine learning models and integrates AI systems with real-world applications.
2- Who are your target customers, and what problem do you address?
We serve wealth management firms globally, with a focus on Europe—RIAs, independent advisors, insurance brokers, banks, and insurance companies.
These firms face a key pain point: extremely low online engagement. Only a tiny fraction of visitors convert into leads, and almost half drop during onboarding because processes are too long, generic, and impersonal. Traditional digital journeys fail to capture client interest or build trust, and behavioral profiling is often too shallow to recommend suitable investment products.
As a result, firms lose highly potential clients every single day.
3- What is your product / solution, who do you compete with, and what is your USP?
Our product is a GenAI SaaS platform that strongly boosts engagement and conversion for wealth managers. It offers:
- Interactive, conversational profiling
- Real-time behavioral insights
- Personalized investment recommendations
- A gamified, intuitive client journey
- Frictionless onboarding with integrated compliance features
- Easy integration via plugin or API
While large players like Microsoft, Google, and global consultancies such KPMG and EY offer broad AI capabilities, very few companies focus specifically on wealth management onboarding and engagement.
Our unique value lies in delivering a specialized, hyper-personalized, compliant engagement layer that can increase conversion by up to 5×. Data remains fully hosted on the client’s cloud, and the platform is built with modular architecture, scalability, and security by design.
4- What is your current stage and traction, and how can our network help in the next 6–12 months?
We have completed our MVP, obtained our regulatory status as a Registered Investment Advisor, and are supervised by the French financial investment regulator. We already have 25 wealth management firms as customers, including 12 design partners. We completed a €300k pre-seed round, received a European Tech grant, and were selected by programs such as HEC Challenge+, AWS, and Nvidia.
Over the next 6–12 months, introductions to wealth managers, insurers, and financial institutions would be extremely valuable. Support from go to market partners, industry experts, and warm connections to VCs or strategic investors would also accelerate our expansion. We are currently raising €2M to scale in Europe and the US.
5- How do you go to market? How are banks or insurers working with you (or can work with you)?
Our go to market is centered on firms struggling with online acquisition. We embed our profiler or plugin directly into their existing websites and use targeted outreach, partnerships, digital campaigns, fairs, SEO/SEA, and AI-driven ads to reach RIAs and insurance brokers.
The value proposition is simple: Strongly increase visitor-to-lead and lead-to-client conversion, while maintaining 97% yearly re-engagement.
Banks and insurers can work with us by integrating our AI onboarding layer into their digital journey, using our profiling system to enhance product suitability, or deploying our solution as a white-label engagement engine. Our API and modular design make it easy to integrate with CRMs, onboarding platforms, and wealth advisory workflows.
6- Any relevant industry trends or market shifts we should be watching?
The wealth management sector is undergoing rapid transformation, driven by three major forces:
- Massive acceleration of GenAI adoption: AI spending in financial services is projected to reach $26B by 2027, with a 95% CAGR, and wealth management alone accounting for $3.9B of that growth.
- Digital onboarding becoming a competitive necessity: Firms can no longer rely on static forms—clients now expect interactive, personalized, conversational experiences.
- Regulatory tightening: New rules around suitability, data protection, and AI transparency are pushing firms to adopt compliant, explainable profiling tools.
Overall, wealth managers who modernize their engagement and onboarding with AI will gain a decisive advantage, while those who do not risk being left behind.
7- What’s on your bookshelf or podcast app? Your favourite place for a coffee or a drink?
Favorite books: The Apology of Socrates (Plato), 1984 (Georges Orwell), Brave New World (Aldous Huxley), Voyage au bout de la nuit (Louis Ferdinand Céline) and Crime and Punishment (Fiodor Dostoïevski)
My best place in Paris for a drink or coffee is café Dada, not far from Place des Ternes.
As AI adoption accelerates and client expectations continue to rise, Yieldy stands at the intersection of innovation, compliance, and user-centric design. Their approach—combining deep advisory experience with advanced GenAI infrastructure—highlights how technology can strengthen trust rather than replace it.
We hope this week’s Q&A offers a thoughtful look into where digital engagement in wealth management is headed. Stay tuned for more insights and founder perspectives in next week’s edition.