At a glance

• ~10 weeks - instead of ~12 months to implement a repeatable machine learning prediction.
• $0 R&D investment - leave the expensive AI R&D to us. We have a menu of out-of-the-box solutions ready to be implemented.
• 100% - of AI science projects are simply science projects. Our solutions integrate with your technology stack to drive adoption and business benefit.

How we help

• Investor retention

Our retention model analyzes patterns of clients at risk of leaving and flags them. Advisors can use these insights to retain their valuable clients.

• Client value

With our predictive method wealth firms can determine the long-term value of their existing clients and better manage their client lifecycle.

• Data anomaly detection

We enable wealth firms and their advisors to proactively identify errors and prevent costly mistakes, client trust erosion or regulatory fines.

• Retirement income insights

We partnered with Cascades Financial Solutions to bring the most comprehensive retirement income planning solution. Advisors can help their clients tax-efficiently manage their cashflow.

Insights messenger

With Insights Messenger powered by AutoQL, advisors can ask questions in their own words to access data and uncover insights in real time.