Wealth Mgmt Predictive Planning (Dynamics)


Crystal Ball for Financial Wellness, Financial Planning and Investment Management services

  1. Bambu Predictive Planning service lets you visualize your client’s financial goals. The service is built using AI models that study the timelines of life events recorded from real people and then capture the relationships between their pasts, present and future.

  2. You can now empower your relationship manager or agents with insights that let them not just identify right products for clients but help them nudge their clients at the right time so you never miss an investment opportunity.

  3. We are moving the game from reactionary, aspirational planning, to proactive, realistic, and predictive.