- Our platform can help bank management ensure that they will follow house advice.
- Our analytics tool will objectively check compliance and consistency of advice.
- Traditional private banks are losing as much as 50% of their clients when the younger generation takes over as the guardian of wealth. They want to participate in the management of wealth with better analytics.
- Our platform allows such participation and testing of ideas.
- In today’s market, investors no longer want to wait for bankers to talk to investment advisors and come back with a deck. They want advice when they can still act or they “shop” elsewhere.
- Our solution can reduce the “latency” in responding.