Connect

between investor knowledge gain

and advisor proposals in an ongoing process

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Investor :

Knowledge Gain

Listener :

Wealth Manager

AI

ENGINE

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Customer

Profile Revealed

 

Reveal your true customer needs

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WEALTH MANAGERS

1

1

1

1

1

  • Share proposals and content

  • Hyper-personalized service

  • Increase Customer LTV

1

AREAS

OF INTERESTS

Sectors,

Industries, ESG Values, Commodities

PREFFERED

CONTENT 

TYPES

Technical/Value Analysis, Blogs/News

REFINED GOALS AND

RISK

Investment Horizon, Life Events,

Risk Profile

Emails, SMS, Phone Calls, Frontal/Zoom Meetings

PREFFERED

COMM

CHANNELS

INVESTORS

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1

1

1

1

  • Perception of control

  • Tailored proposals

  • Exposure and knowledge

1

TAILORED

TO

PORTFOLIO

Financial News, Analysis Reports, Blogs. Educational Content

ADAPTIVE 

TO

INTERACTION

Reading, Scrolling,  Responding with Emoticons

EXPOSURE

TO NEW

TOPICS

Adjust Content Based on Big Data Analysis

 Proposals,

Firm Blogs,

Updates, Prospectuses

PERSONALIZED CUSTOMER

ENGAGEMENT

 
 

Stay in Touch

We want to hear from you!

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