Better understand your wealth management clients in less than 5 minutes

In less than five minutes, this demo shows how you can better understand your customers, and better manage their portfolio. Clients want to receive personalized advice and tailored portfolio recommendations. How can wealth management firms leverage data to not only enhance the customer experience, but to also drive customer profitability? IBM Client Insight for Wealth Management provides client segmentation based on behavioral profiles and predicts life events using historical data, helping financial advisors deliver customized advice.

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