A wealth manager who can ask you intelligent risk assessment questions, suggest portfolio changes based on your goals, and help you track portfolio performance.
Goal: Reduce support costs while improving customer satisfaction.
Functionality: Goal Assessment, Portfolio Optimization, Portfolio Performance Tracking.
Integration with: Portfolio Management System, Risk Questionnaire Database, Market Performance Data.
Interactions: Free-form text conversations with NLP, Inline Questionnaires, Prepopulated Forms, Checklists, Image-based interactions.