What it can do for your business

IBM Client Insight for Wealth Management is a pre-built predictive analytics solution for the wealth management industry that delivers advanced behavior-based client segmentation to financial advisors leveraging new era analytics and cognitive computing. It creates a comprehensive view of the client by integrating multiple data sources inside the organization and delivers actionable insights to financial advisors to service their clients better.

Predict life events

Generate advanced client segmentation based on each client’s behavioral profile and transactions to enable financial advisors to manage their clients in a more personalized manner.

Build profound client loyalty

Provide clear predictions on when clients are going to attrite 30 days in advance, along with reasons and recommended actions on how to maintain the relationship.

Personalize client experience

Determine client's readiness towards other related products using the product propensity model to provide a more personalized and engaging experience.

See how it works

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