Our wealth management resolutions benefit organizations by leveraging client understandings to improve service, retention and cost-effectiveness. Our solutions can successfully predict, brand and report the altering desires of the recent and future generation and potential clients by using modern technology of customer segmentation and cognitive computing.
Our solutions help you to:
- Grow Clients: Attract new customers, define and target ideal customers, identify existing clients with propensity to refer new clients.
- Advisor Efficiency: Identify traints of high-performing Advisors to improve recruiting and training, provide advisors with relevant information and offers.
- Client Satisfaction: Match clients to the right advisors, provide relevant and timely information to clients, predict client life events and tailor offers.
Capture Diverse and Valuable Data Sets
Our predictive solution can ingest raw data from any source be it flat files, spreadsheets, database, structured and unstructured data to have a single consistent view, as opposed to segregated records scattered throughout different businesses units. Data sources may include Portfolio Management System, Customer Information, CRM, Trading, Market Information, Client Reporting, Financial Plans, and other structured or unstructured data like Call Notes, Client Surveys. We also bring in 3rd party data sets like socio-economic, financial or demographic data for richer insights as needed.
Visualize on the Go
View your Dashboards on the Cloud or at your desk. If you already have a preferred visualization tool, we can work with that too! We will build the dashboards to suit your needs. All you need to do is use them