Client Management and Ideation

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Client Management and Ideation

Business Needs

Website Address

https://www.synechron.com/

Connect with Synechron

Solution introduction

We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation

Client insights
Our client insights include pricing, asset tokenization, and smart statements tech.

Next Best Action
We offer tech-driven models for financial advisors that evaluate communications with clients by email, text and other means and apply machine learning to evaluate ideas that can then be suggested to clients.

Chatbots
Our chatbots can be used by financial advisors for annotating existing data sets and creating training data for NLP models to improve efficiencies and accuracy, and enable financial advisors to locate the right information and documents fast.

Solutions4

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Client Management and Ideation

Business Needs

Website Address

Solution introduction

We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation

Next Best Action
We offer tech-driven models for financial advisors that evaluate communications with clients by email, text and other means and apply machine learning to evaluate ideas that can then be suggested to clients.

Please sign up to see more

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Client Management and Ideation

Business Needs

Website Address

Solution introduction

We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation

Next Best Action We offer tech-driven models for financial advisors that evaluate communications with clients by email, text and other means and apply machine learning to evaluate ideas that can then be suggested to clients.

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Connect with Synechron

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Next Best Action
We offer tech-driven models for financial advisors that evaluate communications with clients by email, text and other means and apply machine learning to evaluate ideas that can then be suggested to clients.