Predictive: Data analysis reveals client preferences; it helps your advisors suggest smart, individualized investment ideas that raise acceptance rates and revenue
Pre-trained: Machine learning and AI models leverage the combined expertise of the global Avaloq community experience; they enable your advisors to make more accurate product recommendations
Effective: When your clients feel understood and personally catered for, their satisfaction increases and attrition rates can fall
Collaborative: Your specialists can work on the same data foundation simultaneously; they become more productive by focusing on extracting information instead of sourcing and prepping data
Forward-looking: Discover where growth opportunities lie and risks lurk; data can be pulled together from multiple sources; a task that was once complex and expensive is now routine
Responsive: Cloud elasticity and real-time streaming make data available lightning quick
Data diverse: Structured business data; machine-readable, semi-structured data; unstructured data such as news and emails – you have the tools to deal with all of it
Modular: You select and pay for only the software you need
Road tested: The solutions you choose function in the real world – not just the lab
Want to learn how to accelerate the use of AI in wealth management?
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Finish data-driven projects faster
Break down data silos by creating a unified data foundation. Avaloq Insight Explorer, a standalone analytics product built on an open platform, merges data input from various sources. Its comprehensive tooling layer makes integrated analytics accessible even to non-technical people.
Raise acceptance rates despite devoting less time to preparing proposals
Calibrated machine learning uncovers client preferences. Avaloq Insight Portfolio Recommender converts these findings into personalized, AI-powered investment suggestions. Along with Avaloq Insight Virtual Assistant, a natural language processing engine, it reduces the time advisors spend on preparing investment proposals and interacting with clients. In the process it transforms more proposals into revenue and lowers attrition rates.
Identify prospects more easily
Avaloq Insight Prospecting uses advanced network analytics that combine people datasets from multiple external sources. It sifts out likely wealth management candidates and helps advisors discover new opportunities in their client network.
"The usage of AI/NLP, which is provided by the Avaloq Insight platform offers an added bonus for advisors and clients in terms of product recommendations and advisor efficiency. The news function is notable - it can provide both public news or product-specific insights and sync clients’ interests to any product recommendations."
Ashley Longabaugh
Senior Analyst, Celent
Front-to-middle office platforms: EMEA wealth management edition 2020
Firm up the foundations of loyalty
Clients feel well-served when offered wealth management solutions suited to their circumstances and inclinations. They are likelier to agree to ideas that align concretely with their interests and be willing to pay for active management obviously aimed at achieving their financial goals.
A windfall of targeted information for the front office
Advisors and portfolio managers receive key ideas via analytical models designed for them. Portfolio recommendations come from data patterns that calculate likely client affinity for an investment; new mandate potential is identified. The Avaloq Insight Prospecting module combines people datasets from external sources and uses advanced network analytics to spot client candidates.
Experts dive deep into the ‘data lake’
Your data scientists, business analysts, developers and specialists in everything from compliance to payments will find relevant models, advanced analytical tools and a data lake where the ‘heavy-lifting’ of data ingestion, propagation and provisioning is already taken care of. Forward-looking oversight and risk analysis become easier and more accurate.
By leaving the nuts and bolts of Insight’s data science operations to us, you become more efficient. Our data centre securely hosts the infrastructure required for the AI and machine learning to extract information from your daily operations. You act on the ideas generated by them but are freed from running and maintaining the applications. This saves on costs and headaches both.
By running our Insight system on your own infrastructure, you exercise full control and flexibility over your financial software and enable the greatest degree of customization. If you have clients who demand that their products and services be delivered in a specific way, or you need specialized functionalities that you can develop in-house, then on-premises software may be the right choice for you.