Wealth and Asset Management

Investors continue to need trusted advisors in uncertain economic times: Analytics can help Wealth and Asset Managers deliver value and grow business

The financial crisis delivered a severe blow to wealth and asset management firms, across private banks, brokerages and asset managers. Declines in equity markets reduced funds under management; the flight to safety impacted margins; a loss in investor confidence increased switching. And yet the need for good products and good advice has never been higher as investors seek to navigate an uncertain economic environment.

Successful firms must address important shifts in the wealth management landscape. All investors will demand a new level of transparency, looking beyond annual returns to factor risk, tax implications, and costs into investment decisions. Advisors must find ways to strengthen trust, such as new fee structures to better align advisor and investor interests. Distribution promises to be a source of competitive advantage for firms who can leverage multiple channels to provide clients with better service and more options.

Axtria takes a customer-focused approach to help our clients understand distinct customer segments, develop targeted high value products and deliver a high level of service to meet segment specific needs. Our solutions align data with business needs using advanced analytics. Examples include:

Customer retention. Risk of switching is high in today’s environment. We leverage data to identify leading indicators of attrition risk. We determine proactive, targeted interventions to maximize retention

Customer segmentation and targeting. Segmentation is fundamental to a customer-centric approach. We use analytics to identify attractive segments and develop differentiated product and service strategies

Customer growth. The current high level of investor dissatisfaction creates opportunity. We help source new business, using a data-driven approach to design programs for reaching high-potential prospects with compelling value propositions

Investor reports. New performance metrics are needed that are sophisticated yet simple. Our solutions deliver customer-focused reports that increase transparency and build trust