Solution introduction
Effectively predict and address the changing needs of clients with dynamic behavioral segmentation to provide personalized service and product recommendations
What it can do for your business
IBM Watson Client Insight for Wealth Management is a pre-built analytics solution for the wealth management industry that introduces financial advisors to a new era of advanced analytics and cognitive computing. It creates a comprehensive view of the client by delivering insights using multiple data sources inside the organization and helps financial advisors service their clients in a more personalized manner. It is now available on the Salesforce Financial Services Cloud. Users of Salesforce Financial Cloud now have access to powerful insights from the IBM solution within the CRM dashboard, helping deliver personalized service to clients.
