Wealth Management | Fintilect

Ensuring clients’ capital is working as hard as possible

Whether clients have substantial wealth, or have smaller reserves, wealth managers have a duty to ensure it is working as hard as possible and providing the best returns.

Whether this is ensuring high dividends for clients to live off or reinvesting the returns to continue building a nest egg for the future, wealth managers need to ensure they always have cutting-edge insights at their fingertips. This of course needs to relate to the thousands of products available on the market – but also which ones are likely to hit the mark for their clients.

Key features of Fintilect's AI Platform

We create a single data ecosystem

Vast amounts of online client data is brought into a single data ecosystem via easy plug and play and file transfers. The creation of this ecosystem provides financial advisors with more than 200 identifying features and a new data set that can be prepared for analysis.

We turn this vast data into a specific picture

We correlate the numerous digital data footprints consumers leave online, typically around 12,000GB of data per year, which by 2025 is estimated to be 50,000GB per year. We cover six dimensions, each with multiple subcategories: Behavioural; Social; Emotional; Financial; Health; and traditional personal data to pull together a fully rounded picture of a client.

We combine behaviour traits

Our machine learning models combines the data with key behavioural traits across Fear of Missing Out, Fear of Losing Out, Staying in Control, Indecision and Fear of the Unknown. These machine learning models provide continuous customer understanding at a micro level and can be deployed at scale.

We then create magic for financial advisers

The data generated allows financial advisers to reach each customer with the message and channel that are most likely to resonate and activate a positive response.