Workplace Investment

Client data from sales transactions and customer interactions offer huge potential to investment institutions, but historical data alone can't predict future customer behavior. To fully realize this data's value, you need predictive analytics.

Deploy our analytical solutions throughout the investment journey. Use our predictive models to capture vital information like:

  • The likelihood of transferring the holdings out before retirement, and
  • Predicting the benefits a member will procure in retirement

Our models typically outperform rules-based predictions of customer behavior by up to 5x.

Solution Capabilities

  • Predict customer behavior
  • Deliver relevant customer care and education
  • Grow business from existing customers
  • Minimize revenue loss

Looking for more information?

Contact Us