Drive customer intelligence and enable a 360-degree customer view
Get StartedDrive customer intelligence and enable a 360-degree customer view
Drive customer intelligence and enable a 360-degree customer view
Wealth managers face several challenges in obtaining a comprehensive 360-degree view of their customers to provide personalized and effective financial advice. From data siloes to limited personalization capabilities and poor integration with advanced analytics, lack of real-time data processing along with issues in scalability and flexibility, wealth managers face many hurdles in engaging and activating customers with fully orchestrated and personalized messages across all omnichannel touchpoints.
Tredence Wealth Cosmos is an end-to-end customer intelligence solution that integrates 1st and 3rd party data, harmonizes siloed data across multiple touchpoints to deliver enriched customer insights, and deeper insights into the drivers of customer behavior.
By leveraging Tredence Wealth Cosmos, a leading wealth management firm built a customer-centric data model by bringing together an exhaustive set of customer data attributes to help track the customer journey and perform ML modeling across geographies and business entities.
13% increase in cross-sell conversion rate
20% improvement in campaign rate
4% rise in Assets Under Management (AUM)
With our customer intelligence solution, wealth managers can create a single, comprehensive view of each retail investor, by harmonizing 1st party data from multiple legacy source systems and provide unified customer visibility.
Wealth Cosmos, aggregates customer data across all 1st party omnichannel sources and enriches it with 3rd party data. With the help of advanced data science models, it enables wealth managers to predict various facets of customer behavior such as CLTV, next best product, offer, affluence, life stage, leverage, etc. As a CX personalization platform, Wealth Cosmos helps businesses set up the customer 360-degree view and gather customer intelligence within weeks.
The solution helps to connect intelligence from the analytics platform to the activation layer for effective marketing and digital orchestration and drives personalization by unifying 1st and 3rd party data to convert, upsell, and retain high-value customers, while growing the relationship with less engaged customers. With a comprehensive customer profile consisting of 200+ attributes created within the AI personalization tool, the solution seamlessly integrates with CRM and other marketing tools to drive impact at the last mile.
By leveraging prebuilt predictive AI/ML models, it provides wealth managers with tools to determine the next best action at different stages of a customer lifecycle and personalize each interaction. This enables wealth managers to have a comprehensive and up-to-date view of each customer, allowing for more personalized and responsive service and make informed and timely decisions about clients' financial portfolios.
The solution is designed to ensure robust security and compliance to safeguard sensitive financial data, protect client privacy, and adhere to regulatory requirements. This provides a secure and transparent environment for managing sensitive financial information and maintaining client trust.
Pre-configured wealth-specific data models & KPI stores
Pre-built data quality frameworks and data engineering pipelines
40+ AI/ML predictive models with pre-built ML notebooks
