Are you looking for a customizable solution to help you keep track of fast-moving markets and identify important events as they unfold?
Seeing the big picture while filtering out the most relevant news is key to the delivery of personalized and reactive wealth management services for your clients.
With Lifecycle & Events, you have the latest news, research and alternative data at your fingertips. The Events service allows you to define, detect, contextualize and notify others about important events on a continuous basis. The notification service ensures that key information about events is delivered to the right place at the right time – so you can mobilize the best resources and processes to meet client needs and identify and advise on the next best and applicable actions.
The Events service empowers private bankers to create targeted talking points and relationship managers to reach out to clients based on relevant events. With the timing and nature of proposed actions or transactions supported by objective factors, Events helps to ensure that offerings are always optimally aligned with client interests. This drives more transactions, strengthens client satisfaction and reduces attrition – creating a win-win situation.
With this service, you will never miss a triggering event to do business and strengthen the relationship of trust with your client. Empirical evidence shows that engagement based on the timely identification of events has a conversion rate to transactions of more than 60%.