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6/10
Analytics & research

atfinity

Intelligent Client Profiles for Private Banking
Rang 6 / 10 in Analytics & research

atfinity’s client intelligence engine learns client profiles from client interactions and decisions in a private banking context. Using rule-based and machine learning, the engine identifies behavioural traits and investor profiles. We break profiles down into twelve easy to understand character traits.

This allows for direct inferences and enables enhanced business analytics. Furthermore, the advisory process becomes more efficient and products can be better tailored to specific clients.

Heinrichstrasse 267A
8005 Zürich
Switzerland
Fintech's privacy page
Heinrichstrasse 267A
8005 Zürich
Switzerland
Fintech's privacy page