Each client is different. Identify and track actionable, unique client events in real-time.
How It Works
Next Best Action
Prioritize advisor activities to align with business goals and client financial health to grow your business.
level service to each
client through highly customizable automations.
Ongoing Client Updates
Automatically identify relevant life events, idiosyncratic risks, preferences, and other unique client factors.
Set rules across your firm to govern specific client events, at scale. Events will be identified and handled based on your preferences.
Firm-wide client analytics provide powerful data-driven insights to increase relationships and serve business decisions.
Attract New Clients
Clients deserve, and demand, hyper-personalized service. Empower your advisors to offer it to them.
Acquire Held-Away Assets
Use hard numbers to demonstrate the impact of personalization on each client's financial life.
Cred seamlessly integrates with your existing software. Technology should match your needs, not the opposite.
Gain insights into each client:
Holistic wealth picture
Specific Client Overview
Deep-dive into the client data that matters
Automated modeling, governed by your rules
Aggregated Client Dashboard
View and take action on your book of business - at scale
Triggers help you identify opportunities, scored by likelihood and value
Save time while improving client outcomes