Actionable Client Personalization.
At Scale.
Less work for you, better outcomes for your clients. 

1

Learn

Each client is different. Identify and track actionable, unique client characteristics in real-time.

How It Works

2

Take action

Automate client-specific actions within their portfolio and beyond, for improved client outcomes.

3

Communicate

Communicate the personalized actions to your clients. Real value will help expand your relationships.

 
 
Features
Ongoing Client Updates
Auto-Personalized Actions
Client Analytics
Attract New Clients
Acquire Held-Away Assets
Seamless Integration
 
Product

Real-Time

Client Data 

Gain insights into each client:

  • Life events

  • Holistic wealth picture

  • Idiosyncratic risks

  • Personal preferences

  • Deep demographics

Specific Client Overview

  • Deep-dive into the client data that matters

  • Actionable events

  • 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 

 
Partners

Contact Us

Drop Us A Line

Contact Info

Rise, 43 W 23rd St., New York

Rise, 54 Ahad Ha'am St., Tel Aviv

 
Cred_web_logo_White logo.png
  • Facebook - White Circle
  • LinkedIn - White Circle
  • email-icon

Copyright 2020 - All Rights Reserved Cred