Data collection and personalization engine
These personalized offerings improve customer engagement and lead to higher customer lifetime value. With our cutting-edge technology, we set up cloud content repositories and data processing capabilities for wealth management firms, thus allowing access to valuable market data and next-level investment intelligence.
Wealth management firms can leverage predictive and adaptable data analytics to keep track of a client’s persona, portfolio, and preferences.
Financial advisors and mass affluent advisors can save time and increase productivity with automated data collection.
Clients can create their own custom feeds and watchlists and have access to cross-channel communication with their financial advisors.
Customers can engage with push notifications that offer personalized insights.