Predictive Models

The fragmented asset management market has resulted in more advisors servicing the same number of investors. Many firms struggle with how to effectively deliver sales growth without significantly increasing resources or expenses.

Predictive Selling provides powerful predictive and prescriptive analytics to help you better understand financial advisors' behavior to engage with investment products they are most likely to choose for their customers. We combine your sales and asset data with information from your CRM and marketing automation systems to:

  • Segment and profile advisors based on their value and responsiveness to sales and marketing campaigns
  • Forecast investment behaviors and advisors based on historical patterns under diverse market conditions
  • Increase sales and conversation rates by aligning campaigns to data driven recommendations
Learn more about Predictive Models from DST kasina, LLC.    



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