Professional services for asset management

Overview

Digital asset marketing

Robo advisor

NLP

Workplace investment

Workplace investment​

Client data from sales transactions and customer interactions offer huge potential to investment institutions, but historical data alone cannot provide a guide to future customer behaviour. To fully realise the value of that data you need predictive analytics.​

Deploy our analytical solutions throughout the investment journey.  Use our predictive models to capture vital information such as:​

  • Likelihood of transferring the holdings out before retirement​
  • Predicting the benefits a member will procure in retirement​

Our models typically outperform rules-based predictions of customer behaviour by a factor of three to five.

Solution capabilities​

  • Predict customer behaviour​
  • Deliver relevant customer care and education​
  • Grow business from existing customers​
  • Minimise loss of revenue​

More information