Predictive distribution combines all of your sales, asset, and CRM data with macro- and micro-economic data to create adviser profiles, based on historical investing patterns.
Our advance learning algorithms segment those advisers based on their historical behavior and other buying signals from CRM, web, and social platforms, before predicting next best actions. Each predictive lead is given a score for value, responsiveness, and probability. These are then combined with specific recommendations – all of which can be pushed automatically into your marketing automation or CRM systems.
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