Our robust data analytics solutions meticulously categorize your client base, enabling you to identify hidden trends and preferences within each segment, among both B2B or B2C customers. The levels of precision achievable with our models empower you to tailor your services, design relevant client journeys, improve sales process and customer satisfaction, recommend portfolio design with pinpoint accuracy, optimizing client engagement and satisfaction. Our analyses comply with client data protection regulations and assess value for clients. More

Dive deep into your client's financial behaviours, personal preferences or company objectives. Distinguish easily between client wants and needs. Our data-driven approach not only helps you tailor your client content and services effectively but also enables efficient evidencing of on-time and strict adherence to Consumer Duty and other regulatory requirements , thus fostering a secure and compliant private client advisory advisory process. More

Our data analytics empowers you to proactively address client retention challenges. By identifying potential churn indicators and delivering tailored strategies, we can help you bolster client loyalty and fortify your long-term relationships. More

Anticipate market shifts and client needs with our advanced predictive analytics tools. We leverage historical data and sophisticated algorithms to forecast trends, enabling you to stay one step ahead. More

Elevate your clients' experience with data-backed enhancements. We continuously monitor and analyse client feedback, ensuring that your services remain aligned with the client’s evolving expectations. By prioritising customer satisfaction, you strengthen your reputation and drive growth in your wealth management practice. More

Within a dynamic regulatory environment, accessing required data is an increasing challenge in the Wealth Management industry. We can help you achieve live access to your data, live insights and notifications on outcomes, advice and price variances or value and fit of your services to your clients. More

McKinsey research shows that c.70% or more of an adviser’s time is spent on administrative activities or processing vast amount of data manually, and that 50-80% of this burden can be relieved through data analytics and data science capabilities which exist today. Our analysis can enable you to identify and achieve the the right level of automation at the right place to increase productivity and efficiency of your front office teams. More

Whether a consolidator of IFA firms or a leading wealth manager who has just acquired a competitor, we can help you understand the collective set of data to inform your system and process integration. More

Data driven personalisation of client content, CX, products and services is important for both you and your clients. This can be achieved before perfecting your data infrastructure, designing your CRM system or operating model. More