Tech mahindra
Tech mahindra

Real-time Investment and Trade Advisory - RITA

Financial Advisory services are looking at engaging their clients more effectively through informed interactions, providing contextual goal based investment advisory thereby increasing the trust of the clients and by enhancing the wallet share.

  • Improve Client Experience and Advisor Productivity
  • Tier 1 banks focusing in transforming Sales persons to play advisory role
  • Tier 1 Wealth Management firms aiming improved advisor productivity by providing Contextual information
  • Boutique firms aspiring to provide greater control to their clients in decision making
  • All firms are focusing on compliance – product suitability, etc.
  • Leverages the capabilities of Cognitive analytics, machine learning to create contextual insights for enhancing the advisor efficiency.
  • Uses IBM Watson APIs such as Personality Insights, Alchemy and NLP.
  • Improved understanding of customer personality traits
  • Informed discussions about customer portfolio performance & market impact
  • Understanding the impact of the new assets/loans/funding to the overall portfolio and financial objectives
  • Identify & leverage cross sell opportunities
  • Innovate/refine products/services
  • Enhanced Advisor productivity by 20-30%
  • Potential improved business by 20-25%
  • Profile the customer for micro segmentation
  • Various modes of data capturing like voice, text, etc.
  • Real Time inputs to advisors on the market trends and impacts on customer portfolios
  • Using the Artificial Intelligence like NLP, cognitive analytics & Machine Learning to provide real-time and contextual information for enhanced customer experience
  • Tech Mahindra has a deep domain practice in the financial services/Wealth Management industry.
  • First few to adopt Watson in the Financial Services Industry/Wealth Management
  • Applauds from
    • Global Rating Agency Firm
    • Leading Canadian Bank
    • Analyst firm based in North America

Downloads

Cost of ownership on Data Management

Cost of ownership on Data Management

Case Studies

For further information please write to connect@techmahindra.com

For further information please write to connect@techmahindra.com