Systems of engagement and systems of insight
How it works
This solution is comprised of different components that can help your firm respond to evolving market needs. We can help you determine which tools and services will help you develop a more holistic experience for your clients, as well as create a more effective and efficient operation.
How you benefit
We take Digital Wealth Management the extra mile by incorporating cognitive capabilities, including a pre-configured offering, Client Insight for Wealth Management. This allows you to improve your client service by engaging with clients on the channel of their choice, with welcoming modern experiences, establishing consistent, need-based personalized advice, and empowering relationship managers to focus on areas of greatest impact—ultimately leading to greater client satisfaction and loyalty.
Featured Solution – IBM Watson Client Insight for Wealth Management
IBM Watson Client Insight for Wealth Management helps you deeply understand client behaviors and provide a data-driven approach to personalized financial advice.
- Maximize productivity with pre-built dashboards, or by integrating powerful new insights into your favorite CRM system
- Provide high touch client engagement more efficiently via client-level behavioral
- Reinforce client loyalty with recommended retention strategies, and predict client attrition up to 30 days in advance
- Generate incremental revenue with targeted product recommendations and a deeper understanding of individual client preferences
IBM Watson Client Insight for Wealth Management is now available on Salesforce Financial Services Cloud. Users of Salesforce Financial Services Cloud now have access to powerful insights from IBM Watson Client Insight for Wealth Management within the CRM dashboard.
Advising the empowered client
Though change in wealth management tends to be evolutionary, not revolutionary, senior managers in the industry today are facing unprecedented challenges
IBM Watson Wealth Management in Action
See IBM Watson Wealth Management in Action
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