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Intro
Introduction
The Problem
Customer Insights
Introduction
Is Sarah really a happy customer?

It’s vital for wealth managers to understand customers like Sarah so they can predict the risk of churn and find opportunities to expand relationships, enhance customer experience, and generate revenue. AI-enabled analytics are uncovering rich insights hidden in communications data.

The Problem
She’s telling you the answer

It’s relatively easy to analyze transactional and other structured data that describes a customer, but the picture can be misleading. Sarah appears to have a healthy relationship with her wealth management company, but insights from her communications are better at revealing valuable opportunities and the risk of churn.

Customer Insights
Customer Insights brings true customer understanding

Sarah’s communications highlight both problems and ways to resolve them. Overlaid with traditional customer data, a more nuanced picture emerges. This more accurate understanding allows wealth managers to take proactive response; bosses can see emerging trends and hotspot customer pain points.

Learn more about how AI-enabled communications analytics can transform your enterprise

The voice of the customer has never been more important than it is today. Customer experience leaders have raised the bar for all industries. Meanwhile, new customer and data protection laws mean that pressure to accelerate customer-centric strategies is mounting from shareholders and regulators, in addition to the customers themselves.

Wealth management businesses are adapting. They are applying new forms of AI-enabled communications analytics to identify hidden trends and opportunities that can drive new revenue streams, uncover early signs of dissatisfaction, and mitigate the risk of regulatory fines and growth caps that can result from customer abuses and complaints.

Download our free eBook to discover the challenges and opportunities for your organization.

Discover our expert blogs posts about AI-enabled customer analytics
Articles
From Cacophony to Choir: How AI Helps Banks Hear the Voice of the Customer
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Analyzing communications: The next step in client retention for wealth managers
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Buy-side digital disruption is just beginning, but its real innovators are already using AI to double retention and win share
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