Insights

• Merrill: Preference-Based Advisor Match

  30 March 2023

  Merrill Advisor Match uses a preference-based matching formula to personalize the way prospective clients find, research, review, and connect wi…

• Morgan Stanley: Risk-Based Portfolios Powered By Analytics

  28 March 2023

  Since receiving the Model Wealth Manager 2021 Award for best Products and Platforms, added analytic functionality and new front-end integrations…

• Profile-Based Market Segmentation Approach to Personalization

  8 March 2023

  Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…