Solution introduction

BQ Advisory combines the latest personality and decision science with machine learning. It’s predictive analyses of individual investors open a world of opportunities for wealth advisory success equipping wealth advisors with predictive knowledge about their clients

BQ Advisory supports advisors to deliver tailored financial advisory services like never before, blending the best of both worlds: personalized, trustworthy relationships and automated, science-based insights and recommendations

BQ Advisory brings significant advancements for wealth management advisory services. The cloud-based software system blends the power of behavioral finance, personality, and decision science with machine learning to provide an objective and predictive understanding of clients' behavioral characteristics, preferences, and values. As a result, financial institutions can provide more personalized and efficient advice, make better investment decisions, and streamline their operational procedures. 

BQ Advisory goes beyond assessing client risk profiles by facilitating better client-advisor relationships and using machine learning to predict future customer behavior. Proven effective through empirical studies, BQ Advisory notably increased the accuracy of predicting client churn risk and deposit conversion, indicating measurable benefits for its users. Its upcoming features, including AI-powered personalized asset allocation recommendations, will further expand BQ Advisory's functionality. 

The offer of a self-service option on our website democratizes access to BQ Advisory's capabilities, making them available to smaller institutions and independent wealth advisors. The emphasis, therefore, is on improving the financial advisory landscape using a blend of innovative technology and user-centric design.

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