Predictive Analytics Capabilities for Wealth Management Companies

Today of Predictive Analytics

Understanding Clients

Personalizing Engagement

Smooth Digital Onboarding

Getting Actionable Insights

Helping Advisors Be More Efficient

Ensuring Your Compliance

Enhancing Risk Management

Tomorrow of Predictive Analytics

Enriching Systems of Record with Systems of Engagement

Building Learning Loops

  • Capturing financial and experience data, structured and unstructured, which helps to build deeper client context.
  • Analyzing that data via AI and machine learning.
  • Deriving insights that have predictive or business value.
  • Suggesting future actions to optimize the client experience.

Streamlining Client Reporting

Enriching Operational Insights

  • Crowdsourced data about demographics, economics, and social status that helps to pin microeconomic and macroeconomic trends to customer needs and behaviors.
  • Alternative FinTech data displaying the picture of a customer’s credit standing, and spending/ savings habits.
  • Customer social media sentiment around the brand and estimate general market trends for investing advice.

Predictive Analytics Use Cases

💡 AI-based Financial Data Management Platform

💡 AI-Powered Financial Analysis and Recommendation System

💡 Wealth Management Platform with Robo-Advisor, Remote Portfolio Construction, and Monitoring Functionality

💡 Investment Management Platform

To Sum Up

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Itexus is a software development company which specializes in the development of Fintech and Healthcare software solutions.

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Itexus Team

Itexus Team

Itexus is a software development company which specializes in the development of Fintech and Healthcare software solutions.

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