Banking

How to create a web app using Client Insight for Wealth Management Service?

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The IBM Client Insight for Wealth Management service provides wealth management companies with key insights for their clients to improve client satisfaction and retention. Financial Advisors are required to provide clients with guidance and options to manage their finances. Understanding the client and their circumstances can help a financial advisor provide a higher level of service and increase client retention. IBM Client Insight for Wealth Management service provides a set of analytical models that offer these key insights, including predicting life events, an attrition score to improve client retention, and information about the client’s current situation.

This code pattern is designed to help developers gain an understanding of IBM Client Insights for Wealth Management services features and use. With this, developers can create insightful dashboards for financial advisors to use when guiding their clients.

Through this code pattern, a developer will be able to explore the IBM Client Insight for Wealth Management service to retrieve and display client data and analytics. These analytics include attrition score, predicting life events, and segmenting your clients based on their attributes. This data can provide wealth management companies key insights to provide greater service and help retain clients. In this code pattern, as shown in the flow diagram, a developer can walk through the service in a Jupyter Notebook to understand the calls and data retrieved from the service. A dashboard displays the retrieved data.

In this code pattern, you walk through the service in a Jupyter Notebook to understand the calls and data retrieved from the service.

This code pattern is specifically designed for developers with interest in financial services or providing enhanced customer service. This code pattern makes use of a sample API key which retrieves dummy client data from the IBM Client Insights for Wealth Management service, and in an actual use case, the financial institution provides the data about their client.

When a developer completes this code pattern, they will understand how to:

  • Retrieve client insight through the IBM Client Insight for Wealth Management (CIWM) service
  • Walk through Jupyter Notebook to understand use of the service
  • Create a web application with a dashboard to display client insights

Check out the IBM Client Insight for Wealth Management service and create a web app now.

Visit IBM Cloud for Financial Services API marketplace to explore many more APIs curated for the financial industry.

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