Augmented Advisor Intelligence (AAI) for Wealth/ Asset Managers

Publish date:

Revolutionizing the interaction between Advisor, Firm and Investor

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.

Capgemini's Augmented Advisor...

File size: 355.41 KB File type: PDF

Related Resources

World Wealth Report 2019 Video

View video on World Wealth Report 2019 key findings and learn more about the global decrease...

World Wealth Report 2019 Infographic

Get an overview of World Wealth Report 2019 findings with our quick-read infographic.

World Wealth Report 2019

The World Wealth Report 2019 is the industry’s leading benchmark for tracking high net worth...

cookies.

By continuing to navigate on this website, you accept the use of cookies.

For more information and to change the setting of cookies on your computer, please read our Privacy Policy.

Close

Close cookie information