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.
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
Contact Info
Rise, 43 W 23rd St., New York
Rise, 54 Ahad Ha'am St., Tel Aviv