Artificial Intelligence

Deliver Insights and Artificial Intelligence to Your Customers

Our Artificial Intelligence (AI) features leverage all of the internal and external data in the Comprehensive Customer View. This intelligence is then delivered to you via:

• Next Best Action, which makes recommendations on the best action that a user can do at this moment for the right client. This is designed to drive desired outcomes, including increasing client loyalty and assets under management.
• News and Research Recommendations, which uses artificial intelligence to curate engaging content from 15,000 public news sources and your own internal content based on your client’s interests and comprehensive profile.
• Chatbots, which leverage a conversational UI, facilitate recommendations for you when you are talking to clients or prospects. These enable you to provide personalize service offering at a much larger scale.

And that’s just the beginning!