What it can do for your business

IBM Watson Client Insight for Wealth Management is an API-based, pre-built analytics solution for the wealth management industry that introduces financial advisors to a new era of advanced analytics and cognitive computing. It creates a comprehensive view of the client by delivering insights using multiple data sources inside the organization and helps financial advisors service their clients in a more personalized manner.

It is now available on the Salesforce Financial Services Cloud where users have access to powerful insights from the IBM solution within the CRM dashboard, helping deliver personalized service to clients.

Improve advisor productivity

Maximize productivity with pre-built dashboards, or by integrating powerful new insights into your favorite CRM system.

Develop deeper client relationships

Reinforce client loyalty with recommended retention strategies, and predict client attrition up to 30 days sooner.

Perform accurate segmentation

Provide high touch client engagement more efficiently via client-level behavioral profiles and prioritized lists of recommended actions.

Deliver new business opportunities

Generate incremental revenue with targeted product recommendations and a deeper understanding of individual client preferences.

Key features

  • Generate advanced segmentation
  • Predict life events
  • Offer tailored portfolio recommendations
  • Personalize client experience

Security and privacy in the cloud

When using IBM Cloud offerings, your company can scale and adapt quickly to changing business needs without compromising security, privacy or risk levels. Learn more about IBM Cloud security

This offering meets the following industry and global compliance standards, depending on the edition you choose.

  • EU-US Privacy Shield and Swiss-US Privacy Shield Framework
  • ISO 27001
  • ISO 27017

To learn about the compliance and certifications for a specific offering edition, consult the Cloud Services data security and privacy data sheets.

See how it works

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