Solution introduction
A lean big data and analytics platform that uses the latest AI/ML techniques to provide rare insight into key wealth management sales and operational data to increase revenue and optimize client portfolio performance
Easy to use no-code/low-code solution that integrates data from multiple sources, business intelligence and AI/ML toolbox for fast decision making
Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting.
The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data integration for the entire bank’s environment, business intelligence and an AI/ML toolbox to dig deep into the data.
The Insight Portfolio Recommender allows bank staff to proactively recommend portfolios and securities to maximize the likelihood of clients being able to reach their goals.
The Insight Prospecting function offers a comprehensive solution for identifying new business opportunities right the way across affluent to ultra-high-net-worth individuals (UHNWI) client segments.
