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