Banks would like to support financial advisors with actionable information enabling a scalable, timely, highly individualized client advisory process.
Build a comprehensive Knowledge Base of market data, events, customer investments and behavior.
Match instrument descriptions with customer interests, behavior, and market events in order to provide relevant recommendations to financial advisors.
Provide analytics and insight to marketing with regards to customer propensity to buy specific products.
Provide highly individualized client service by shifting advisor time from data analysis and research screening to actual advisory. Client-level alerts allow pro-active outreach in case of important market events affecting investment strategies. Serve customers with new powerful self-service features. Marketing derives important insight into customer interests and product requirements.