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


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 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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