A firm’s financial advisors (FA) are one of the most critical factors to its success. However, without understanding the advisors’ personalities, behaviors, preferences and values, firms cannot maximize the value received from them. Capgemini’s Augmented Advisor Intelligence for Wealth/Asset Managers solution can help firms maximize the value from their advisor relationships by gaining intelligent actionable insights into their financial advisors’ behaviors. The solution utilizes artificial intelligence to derive meaningful advisor, sales and management insights from data that allows them to leverage the strengths of the advisors, uncover areas for improvement and promote best practices.
Rising to the challenge – simplify with technology