Prospecting
Leverage VELMA to come up with personalized investment proposals to increase customer acquisition success rates while decreasing time spent per prospect.

Compare prospects to your existing customer base, investigate the approach and strategy that worked for them, and replicate the success.

Advising
Auto-generate unique asset recommendations with a story, tailored to your customer's needs and investment strategy.

Increase personalization, client retention, AUM and revenues, while decreasing time spent per client by up to 22%.

Upselling
Create fine-grained client segments to fuel targeted marketing and sales campaigns; understand what defines your customers and use those insights to up- and cross-sell.

Simulate
Use VELMA's unique portfolio allocation component to get the most optimal asset allocation and use data to analyze historical & future risk/return.