Client Personalization.
At Scale.
Introduce Automation Into Your Practice.
Your Clients And Stakeholders Will Thank You.

1

Learn

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

How It Works

2

Next Best Action

Prioritize advisor activities to align with business goals and client financial health to grow your business.

3

Automate

Deliver Family-Office
level service to each
client through highly customizable automations. 

 
 
Features
Ongoing Client Updates

Automatically identify relevant life events, idiosyncratic risks, preferences, and other unique client factors.

Auto-Personalized Actions

Set rules across your firm to govern specific client events, at scale. Events will be identified and handled based on your preferences. 

Client Analytics

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.

Seamless Integration

Cred seamlessly integrates with your existing software. Technology should match your needs, not the opposite. 

 
Product

Real-Time

Client Data 

Gain insights into each client:

  • Life events

  • Holistic wealth picture

  • Idiosyncratic risks

  • Personal preferences

  • Deep demographics

Cred personalized onboarding
Specific Client Overview Cred Personalized

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 

Cred Client Overview Dashboard
 
Partners
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Contact Us

Drop Us A Line

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Contact Info

Rise, 43 W 23rd St., New York

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