Asset and Wealth Management
Enhanced and more personalized experience for investors
and improved return on investment on their portfolios
Overview
Asset and wealth management has moved from managing only extremely wealthy individuals to other portfolios. In the United States itself, there are an estimated 38 million other portfolios under management by Wealth Managers. A Wealth Manager then ends up managing anywhere between 200 to 600 portfolios. This becomes unrealistic without technological advances to help provide a timely insight towards portfolio goals.
At Quale Infotech, we help bring Artificial Intelligence (AI) and Automation capabilities to Wealth Management firms. Using our expertise, we help Wealth Managers derive a real-time view of their portfolios, and optimize their recommendations for their customers. AI helps customers redefine portfolios with a better understanding of their investments and risks associated with it.
Success Story: Portfolio Suggestion
Investment management firms no longer focus on High Net-worth Individuals only but rather have expanded their services to other customers as well. As a result, Wealth Manager ends up managing anywhere between 200 to 600 portfolios. This becomes unrealistic without technological advances to help provide a timely insight towards portfolio goals.
Automation solution with the help of Virtual Assistant (Chatbot) and predictive analytics helps Wealth Manager stay ahead in the game. Predictive analytics helped to understand past trends and provide insight into future scope of investments. Overall performance of portfolios increased by above 8%.
Features and Benefits
Digital Customer Experience
Enhance customer engagement and retention, which helps Wealth Management firms win market share by leveraging Artificial Intelligence (AI).
Easily Scale Up Operations
Wealth Managers looking at expanding their portfolio can manage more portfolios at no additional costs with the help of active bots.
Stay Ahead of Regulatory Compliance
Changing regulatory landscape in the wealth management space requires continuous investments — automation and AI helps you stay ahead.
Add Features to Legacy Applications
Intelligent Automation helps modernize your infrastructure without the high cost of changing legacy applications.
Analytics for Decision Making
Get deep insights from your customer data using analytics to help identify investment performance and increase the Return on Investment (ROI).
Improve Organization Efficiency
Intelligent Automation helps provide improved accuracy for tasks and improved productivity for business units.