Banks would like to provide clients with highly individualized client advisory, timely and relevant information, and a frictionless user experience through self-service offerings and chat bots.
Build a comprehensive profile of customer information, investments, and behavior.
Match instrument descriptions with customer interests, behavior, and market events in order to provide relevant recommendations to customers.
Provide interactive apps and web tools, ensure a frictionless experience with chat bots and advisors, provide pro-active advisory based on events and research.
Provide highly individualized service by holistically analyzing a client’s situation, investments, and relevant markets.Reach out to clients pro-actively in case of important market events affecting investment strategies. Serve customers with new powerful self-service features. Provide chat bots with the required information and intelligence to deliver real value.