Customer Insight for Wealth Management

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 productivity

Maximize productivity with pre-built dashboards, or by integrating powerful new insights into your favorite CRM system.

Perform accurate segmentation

Provide high touch client engagement more efficiently via client-level behavioral profiles and prioritized lists of recommended actions.

Develop deeper client relationships

Reinforce client loyalty with recommended retention strategies, and predict client attrition up to 30 days sooner.

Deliver new business opportunities

Generate 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.

Request a Consultation!


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!

  • "Presidion’s high level of expertise with the tools and deep understanding of our industry helped us to embed commercially valuable predictive analytics capabilities into our business processes, and start realising the benefits very quickly."

    Anthony O’Neill
    Director of Planning, Insight and Analytics at eir
  • "The expertise and dedication of the Presidion consultants who worked with us exceeded our expectations. They really took a ‘partnership approach’ to ensure we achieved all of the objectives of this project."

    Michael Morris
    Infrastructure Manager, Safefood.
  • "As we draw towards the successful conclusion of the above project I want to express my thanks to your staff and my admiration for their skills and professionalism."

    Loman O’Byrne
    Chief Executive, South Dublin County Enterprise Board
  • "Presidion were brilliant. They helped us turn our situation around so that we are now spending 80% driving outsights out of our data and 20% of our time actually collating data. We are now able to concentrate our time and resources implementing our customer strategy."

    Stephen Moran
    Bank of Ireland