

Made Relevant
Connect
between investor knowledge gain
and advisor proposals in an ongoing process


Investor :
Knowledge Gain
Listener :
Wealth Manager
AI
ENGINE

Customer
Profile Revealed
Reveal your true customer needs




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
1
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