Turn-key artificial intelligence
monitoring risk and boosting revenues

Before you start your A.I. set your key performance indicators

Net inflow, Net outflow
New Account, New Prospect
# Call Report, # Transactions
% Drift per day, Idle Cash
Delta Fee / Advisory Fee
#Click, #Visit
Delta Asset under management/ fees
CVAR, Max Drawdown, Tracking Error, Expected return

Select learning approches and train the model

Deploy algo then send notifications

  • Automated tagging
  • Automated risk notifications
  • Automated investment solicitations
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Trending Insights

Surface key opportunity insights including customer sentiment, competitor involvement, and overall prospect engagement to understand whether or not a deal is likely to close.

Turn-key A.I. Solutions
Bringing the Future to Your Business

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