Transforming the Client Experience at the Private Bank using Machine Intelligence

Transforming the Client Experience at the Private Bank using Machine Intelligence

Ayasdi White Paper, June 2015

Abstract

Delivering a Transformative Client Experience: A Strategic Priority

Private banks strive to deliver superior client service through innovative and precisely targeted offerings. Creating a “one bank” experience is a strategic priority as it can empower wealth managers with deeper insights that can help them forge long-term relationships with
clients.
However, wealth managers are increasingly challenged with achieving a trusted advisor status with their private clients. Banks are in dire need of sophisticated solutions that will equip wealth managers with a deeper understanding of what clients really value, and when they are most likely to engage. Advanced analytics solutions that can help them glean high- value, timely insights from the wealth of information at their disposal to deliver a transformative client experience are critical. The front-runners in banking recognize that information about transactions and clients is just as important as the transactions themselves. As conventional business differentiators erode, banks need to rapidly arm their wealth managers with differentiated, data-driven insights that will help them effectively compete to attract and retain clients and drive greater revenue.

DOWNLOAD WHITE PAPER (.PDF): Ayasdi-Transforming-Client-Experiences-at-the-Private-Bank-using-Machine-Intelligence-June-18-2015-1

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