Social shift in demographics is driving a fundamental change in customers’ expectations from the wealth and asset management industry. Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the institution and the customer is no longer valid.

Digital tools and services are needed not just for processing transactions, but to ensure a positive and engaging customer experience that is hyper-personalised, appropriate, continuous and accessible anytime, anywhere and through any device. Bridgeweave’s product, InvestAi, achieves this by providing personalised, relevant and timely investment, portfolio and behavioural insights.

Our InvestAi platform solves a broad range of problems faced by the front office: enhancing investment decisions, improving customer acquisition, wallet share and client engagement and demonstrably increasing revenue retention with reduced headcount.