Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.
In today’s digital economy, banks and wealth management firms have access to large amounts of data about their clients. Unfortunately, it’s hard to draw meaningful insights from it all. Without insights, there are missed opportunities to provide personalized service that engages, increases loyalty and drives growth. As business models become increasingly customer-centric, behavioral insights integrated with cognitive computing are vital for delivering on this new business reality. Read our latest eBook to find out more about the science of client insight.