https://store-images.s-microsoft.com/image/apps.20040.fe1abec7-d942-482a-8c65-0cea790d84e5.5cb5f1cc-27ca-40db-af8c-85c5a0e739ae.c3eaa661-35b9-42a5-856c-f9c7a653a38e
Wipro's Predictive market solution for insights digital tools for financial advisors
Background:
For more details, please contact Neetika Raina at neetika.raina@wipro.com and Manish Okhade at manish.okhade@wipro.com
The
world of wealth management is still driven by manual processes. As per Business
insider reports 77% of US and Canada based financial advisors reported losing
business because they didn’t have the appropriate tools to interact with
clients and three-fourths of global wealth managers see digital as priority. Accordingly
wealth management firms are continually looking for a more intuitive technology
driven experience. One
of the problem is that the Wealth managers have to
handle large volume of clients and currently there is demand of cognitive
solution that will help them and increase the customer experience and trust.
Wealth Management AI use cases and its Value proposition:
Wealth Management AI use cases and its Value proposition:
- The Digital Advisor Bot Assistant will address the lack of predictive market insights/intelligence digital tools within financial advisors workstation which takes place during investment advice to build differentiated portfolios benchmarking market returns. Thus, it will help financial advisors- customer conversations driving Assets Under Management (AUM) growth
- The bot assistant will help Financial Advisors to improve their advisory journey during investment advice with predictive Environmental, Social and governance (ESG) product intelligence defining yield impact & returns for successful transaction advice.
- The bot assistant has a capability to address lack of product intelligence/ insights for improved client portfolio advice decisions
- It also has a web user interface for predicting customer defections. It also has capability to enable proactive remediation of customer pain points driving personalized client experience.
For more details, please contact Neetika Raina at neetika.raina@wipro.com and Manish Okhade at manish.okhade@wipro.com
D'una ullada
https://store-images.s-microsoft.com/image/apps.61078.fe1abec7-d942-482a-8c65-0cea790d84e5.382d83e0-5fed-4a99-8278-afbde956504b.c93991d8-b2a9-4c67-9846-a9a12815e7f8
https://store-images.s-microsoft.com/image/apps.43161.fe1abec7-d942-482a-8c65-0cea790d84e5.382d83e0-5fed-4a99-8278-afbde956504b.f2276092-f1d7-4dba-857c-60d33d5a3dc8
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