LP_CS icon

Balancing Risk and Driving New Business with Portfolio Analytics


Optimize clients’ investments and identify opportunities to improve

Our client, the wealth management division of a leading US bank, was conducting portfolio reviews using a manual process that took for to five days. They needed something quicker, more powerful and more sophisticated.

We created a new, automated analytics process that allowed the client to optimize clients’ investments and review the performance of accounts and financial advisors.

Read this in-dept case study to discover:

  • How we boosted the client’s incremental commissions by 60%
  • How we cut review time from four or five days to two
  • How the improved service prompted clients to increase deposits.

Would you like to take your portfolio analytics to a higher lever? Contact us today!