Wealth Management

Wealth Management

Find interesting entrepreneurs for your wealth management

Find interesting entrepreneurs for your wealth management

Competing over customers for your wealth management branch is difficult. Usually high-value targets are already on the radar of at least 2 other banks that are competing over them using similar tools as you have at your disposal at your bank. The result is, that as soon as a high-value target is known, winning it over for your bank is hard work - whereas too many times it ends up not satisfactory for you.

Our solution changes this through two key aspects: AI-based potential grading and sales triggering.

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Focus on people with high potential

Our Artificial Intelligence doesn't just compile a list of high-value targets - it judges their potential too! This way, you can prioritise those sales targets where your return is expected to be higher. All of this, without endless googling around about individuals - you get a pre-filled list where you can start from.

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Sales Triggers

Whenever you're trying to win a new customer through cold acquisition, it is crucial to give the person a good reason to talk to you in the first place. Our artificial intelligence listens for so-called sales trigger events: Events that are relevant to your customers, that are current and that would help you start a conversation. For example: Did someone just move? Was one of the affiliated companies of a high-value target recently in a newspaper? etc. You can also cast a wide net, and view all high-potentials where a trigger event has just happened; this should maximise your sales chances.

Success story: We gathered a list of entrepreneurs and let our AI grade their potential. 87% Accuracy: Those that were graded as has-potential, indeed had potential 87% of the time as judged by wealth managers of a large bank.

Corporate Customers

Corporate Customers

Find high-potential corporate customers that use a competing bank as their primary

Find high-potential corporate customers that use a competing bank as their primary

Who are company customers, that are particularly prone to convert to your bank? Export-oriented companies or local service providers? Companies from your competitor, Bank X, for which you know the negative interest rate is set at a much lower wealth than at your bank?

Tell us what criteria companies have, that are easier for you to win - and we provide you an always-up-to-date list of them. In addition, you may define Sales Triggers, such as Change of CFO, to get a headstart against other banks.