Effectively predict and address the changing needs of clients with dynamic behavioral segmentation to provide personalized service and product recommendations.
This solution helps you deeply understand client behaviors and provide a data-driven approach to personalized financial advice.
Key Benefits
Improve advisor productivityMaximize productivity with pre-built dashboards, or by integrating powerful new insights into your favorite CRM system. |
Perform accurate segmentationProvide high touch client engagement more efficiently via client-level behavioral profiles and prioritized lists of recommended actions. |
Develop deeper client relationshipsReinforce client loyalty with recommended retention strategies, and predict client attrition up to 30 days sooner. |
Deliver new business opportunitiesGenerate incremental revenue with targeted product recommendations and a deeper understanding of individual client preferences. |
Key Features
Generate advanced segmentation |
Offer tailored portfolio recommendations |
Predict life events |
Personalize client experience |
What it can do for your business
This solution t is an API-based, pre-built analytics solution for the wealth management industry that introduces financial advisors to a new era of advanced analytics and cognitive computing. It creates a comprehensive view of the client by delivering insights using multiple data sources inside the organization and helps financial advisors service their clients in a more personalised manner.

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Would you like to see how Customer Insights for Wealth Management can help you achieve your goals?
Request a Consultation with a member of our insight team!