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