Improving Investor Experience Through Advanced Analytics

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Overview

Investors are increasingly expecting a holistic wealth management service that delivers financial advice aligned to their personal financial goals. So it is important for wealth management firms to adapt their service offerings powered by strong data analytics at the back-end and provide investment models that satisfy financial needs of each unique investor. This ability to provide a holistic investment management service to traditional HNI investors as well as millennials will be a key differentiator and a source of competitive advantage for wealth management businesses.

The proprietary Digital Foresight solution is an advanced analytics platform. It leverages deeper levels of customer data and sophisticated science, which when fused with internal data helps organization to make accurate data-driven decisions and develop a holistic view for each customer. The solution enable investors with portfolio performance reports on-the-go to track the progress of their financial objectives. It provides easy-to-understand advice that is tailor made for their financial goals.

Key Benefits

  • Helps develop a deeper understanding about a client's existing customers and who are they connected to
  • Increases sales growth by maximizing on opportunities
  • Enables clients to develop actionable strategies to grow business and mitigate risks
  • Enables greater analytics capabilities and builds a data-driven culture for faster and better decisions
  • Helps organizations create personalized digital experiences for end customers

Product/Service details

Geographic Availability
Asia-Pacific, Europe, Middle East, North America