--- title: Balancing Risk and Driving New Business with Portfolio Analytics description: 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. image: https://offers.evalueserve.com/hubfs/FS/FS%20Case%20Studies/Case%20Studies%20-%20FS%20campaigns/Landing_Page_header_shutterstock_565058149-1900x650.jpg --- [![Evalueserve-Logo-Dark-Grey](https://offers.evalueserve.com/hubfs/Evalueserve-Logo-Dark-Grey.svg)](https://www.evalueserve.com/?hsLang=en-us) ![Landing_Page_header_shutterstock_565058149-1900x650](https://offers.evalueserve.com/hs-fs/hubfs/FS/FS%20Case%20Studies/Case%20Studies%20-%20FS%20campaigns/Landing_Page_header_shutterstock_565058149-1900x650.jpg?width=1900&name=Landing_Page_header_shutterstock_565058149-1900x650.jpg "Landing_Page_header_shutterstock_565058149-1900x650") ![LP_CS icon](https://offers.evalueserve.com/hs-fs/hubfs/FS/FS%20Case%20Studies/CS%20Pictures/LP_CS%20icon.png?width=141&name=LP_CS%20icon.png) # Balancing Risk and Driving New Business with Portfolio Analytics #   [![DOWNLOAD](https://no-cache.hubspot.com/cta/default/442173/efbabd4b-1a8e-4d15-b524-f9ffa0676427.png)](https://cta-redirect.hubspot.com/cta/redirect/442173/efbabd4b-1a8e-4d15-b524-f9ffa0676427) ## **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! ** - - - - [mailto:?&subject=Balancing%20Risk%20and%20Driving%20New%20Business%20with%20Portfolio%20Analytics&body=I've%20just%20come%20across%20an%20interesting%20new%20resource%20and%20I%20thought%20you%20might%20want%20to%20check%20it%20too%3A%20https%3A//offers.evalueserve.com/case-studies/balancing_risk_with_portfolio_analytics>