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Enhanced customer experience through improved portfolio matching with predictive analytics

The Process

The Investment advisor takes requests from the customer to redeem, switch, or make an additional investment. The manager analyzes the existing portfolio of the customer, and depending on their profile, they suggest appropriate changes in their portfolio. Wealth Manager ends up managing anywhere between 200 to 600 portfolios. This process becomes unrealistic without technological advances to help provide a timely insight towards portfolio goals.

The Solution

Quale Infotech’s AI model were used as a solution to create real-time views on the performance of the portfolio. Predictive Analytics helped to understand past trends and provide insight into the future scope of investments. This was then passed as recommendations to the customers. Virtual Assistants developed by us to help interact with customers and take their requests for changes and redirection investment helped free up the time of wealth managers.

Challenges Addressed

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Inconsistent customer service
Low Return on Investment (RoI)
High Turnaround Time (TAT)            
Growth dependency on resources

The Outcomes

2 x

Increase in the number of portfolios being managed by wealth managers.

8 %

Increase in overall performance of the portfolios.

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