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IBM Client Insight for Wealth Management V1.0.4 With Watson

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IBM® Client Insight for Wealth Management V1.0.4 With Watson helps firms and financial advisors to understand the key behaviors of their client base. It also helps them use this data to provide a fact-driven approach to personalized, holistic advice.

 

IBM Client Insight for Wealth Management With Watson, formerly known as IBM Behavior Based Client Insight for Wealth Management, provides firms and financial advisors with the following key capabilities:

  • Segment clients dynamically based on behavioral attributes and cash flow patterns.
  • Prioritize client focus based on urgency of action required for specific clients to help deepen relationships.
  • Detect and predict life events and determine the best actions for each, tailored to each client.
  • Manage client attrition by increasing personalization for each client based on the client's financial needs.
  • Find the best approach for each client's needs based on their propensity to various financial solutions.
  • Understand the tone of client communications on various channels.
  • Service more clients by quickly summarizing news articles, helping to improve advisor productivity

 

 

Find out more here.

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