Actionable Client Personalization.
At Scale.
For investment firms that want to provide truly individualized service to each client. 

Learn

Identify, predict and track the unique aspects in each client's life that require personalized action

 

Take action

Automate client-specific actions, within their portfolio and beyond

Communicate

Communicate the personalized actions to your clients

 
 

How It Works

Partners and Investors

 
 

Contact Cred

Rise, 43 W 23rd St, New York

Rise, Ahad Ha'am 54, Tel Aviv 

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