Solution introduction
prospeQt is a data-driven platform that empowers investment officers and research analysts through processes such as product marketing campaigns, recommendation list construction and performance monitoring.
Features
- Define key campaign parameters, such as target investment products, duration and objectives. One touch reveals estimated potential revenue and success probability with respect to existing client segment and their liquidity.
- Sales managers can deep dive into client portfolios to evaluate the impact recommended investments would have on key metrics, such as the risk-return profile or ESG score.
- Sales campaigns can be launched at the click of a button. Automated communication system notifies involved client advisors.
- Sales managers can closely monitor campaign progress supported by intuitive visualizations and statistics related to revenue, invested effort and client interactions.
Benefits
Benefits for clients:
- Tailored, explainable investment proposals - resulting in lower likelihood of rejection.
Benefits for the bank:
- Decision-making assisted with rich insights created by AI.
- Deep understanding of client segments and their preferences.
- Real-time monitoring for marketing campaigns, performance of client relationship managers and internal processes.
Key Data
PRICING
- Bespoke
- Licence
- Subscription (SaaS)
Implementation Methods
- On-premise or hosted
Type of Clients
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Africa
- Asia
- Caribbean
- Central America
- Eastern Europe
- Middle East
- North America
- Oceania
- South America
- Western Europe
- View Others View Less
prospeQt
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