Generate transparency by creating a holistic view of your client's investments across accounts, create trust by aligning risk preferences with financial goals, and grow your relationship by identifying personalized investment opportunities.
Generate high-value leads for prospective clients based on customizable event triggers such as promotions and cross-country relocation that increase your sales effectiveness by engaging at the right point in time.
Use automated processing tools to free-up resources that are typically required to ingest and process all documents related to private as well as alternative investments.
Expand your knowledge about your customers by automatically analyzing churn probabilities, lifetime values, event-based engagement opportunities, and next best actions.
Expand your knowledge about your customer portfolios by automatically analyzing positions across accounts, assessing risk, and recommending assets.
Expand your knowledge about your documents by automating ingestion, information extraction, and processing.
Combine information from heterogeneous sources, including on premise data warehouses and event-based data collection.
Combine your portfolio data with a comprehensive client view across accounts, latest market information, and real-time events such as mobile app sessions.
Combine internal and external data sources such as geospatial information, public news outlets, and corporate filings.
Leverage Taktile's data integration and data governance solutions to ensure consistent data quality and regulatory compliance.
"Behavioral insights are key for making good financial decisions. With Taktile's real-time data and predictive models, asset managers can better serve their clients"