Improving Service Through Advanced Client Analytics
To acquire valuable behavioural data, enhance personalisation, and promote business growth, wealth managers and advisors require robust client analytics and intelligence. A comprehensive analysis of these insights enables asset and wealth managers to fine-tune their services according to client behaviour.
Invessed's investment analytics and client intelligence tools meet this need. It collects vital behavioural data for personalisation and business growth. With these detailed insights, advisors can more effectively adapt their services to meet their clients' unique needs.
Invessed has successfully implemented this solution with various clients, including notable companies like Bowmore Wealth Group.