Cognitive-based behavior segmentation for wealth management portfolios


Watch this two-minute demo to learn how you can better understand your clients and better manage their portfolio. Clients want to receive personalized advice and tailored portfolio recommendations. How can wealth management firms leverage data to not only enhance the client experience, but to also drive profitability? The IBM Client Insight for Wealth Management Powered by Watson solution can effectively predict, personalize and address the changing needs of the current and next generation of clients, helping financial advisors deliver customized advice and service more clients. 

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