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Private Bank with Financial Advisors

Our AI technology streamlines and enhances advisors’ work, freeing up more time to focus on the core advisory activity and client relationships.

Personalized content and reports allow advisors to focus on the most rewarding aspects of their job, increasing client satisfaction levels and generating new sales.

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Insurance products

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Retail Bank with multi distribution channels

For retail banks, striking a sustainable balance between digital and traditional banking models while meeting customer expectations can be a challenging task.

Wealthype’s AI-based platform can assist banks in gaining a better understanding of their customers, enabling them to provide personalized recommendations and content for banking products. This leads to increased customer satisfaction and improved cross-selling opportunities for insurance policies and investment products. This applies to all customer segments, and even dormant customers.

For retail banks, striking a sustainable balance between digital and traditional banking models while meeting customer expectations can be a challenging task.

Wealthype’s AI-based platform can assist banks in gaining a better understanding of their customers, enabling them to provide personalized recommendations and content for banking products. This leads to increased customer satisfaction and improved cross-selling opportunities for insurance policies and investment products. This applies to all customer segments, and even dormant customers.

insurance_products

Insurance products

Bancassurance performance can be disappointing when traditional bank distributors lack insurance expertise. Some companies may focus too much on a single product, like car insurance, and struggle with cross-selling their entire range.

Our platform includes a simulation tool that showcases the significant impact of different insurance protection types on customers’ Financial Wellness.

people

Convert prospects and qualify leads

Financial institutions frequently allocate substantial resources to marketing campaigns with limited success. By utilizing AI and behavioral sciences, we can help generate new leads.

Our unique financial data enrichment algorithm and personalized engagement content enable us to tailor our approach based on the customer type and their primary financial behavior traits.

Financial institutions frequently allocate substantial resources to marketing campaigns with limited success. By utilizing AI and behavioral sciences, we can help generate new leads.

Our unique financial data enrichment algorithm and personalized engagement content enable us to tailor our approach based on the customer type and their primary financial behavior traits.

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