Unterstützung für Finanzberater

Increase Financial Advisory Productivity

Scale up individualized advisory and gain strategic marketing insight.
Current Situation

Banks would like to support financial advisors with actionable information enabling a scalable, timely, highly individualized client advisory process.

Objective:

Build a comprehensive Knowledge Base of market data, events, customer investments and behavior.

How CID can support:
  • ‍Text analysis of news, research, instrument descriptions
  • Automated engineering of a graph describing customer behavior, investments, and interests
  • Merging with bank taxonomies describing financial instruments and markets
Objective:

Match instrument descriptions with customer interests, behavior, and market events in order to provide relevant recommendations to financial advisors.

How CID can support:
  • ‍Graph analysis including factors such as risk aversion, life events, investment objectives
  • Provision of recommendations bundled with relevant news and instrument descriptions to financial advisors
  • Feedback and activity analysis for ongoing optimization
Objective:

Provide analytics and insight to marketing with regards to customer propensity to buy specific products.

How CID can support:
  • ‍Early analysis of market potential of new and existing products
  • Identification of target groups and single clients for campaign steering and advisor support
  • Insight for product development, marketing, and client relations
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How Banks Benefit

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.

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