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Solutions for Private Banking
The content generated by product and research teams is out dated and not in tune with modern digital appetites.
Internal distribution of product and research content is swamping private bankers’ inboxes – they aren’t even looking at it.
External distribution is erratic and unpersonal, resulting in lack of engagement and a lost opportunity.
Personalising client outreach is unachievable
Client profiles that are built are one dimensional around transactions or holdings, prohibiting evolution of accurate personalisation.
Product and research teams can generate more engaging content much faster. No design expertise, and no process re-engineering is required.
A content engagement platform that uses AI and data analytics to fuel more, content-enabled, personalised relationship management.
More effective, trackable internal distribution of product and research to understand content performance and team activity.
Distribute content to clients in the modern way that they expect and track engagement.
Harness GenAI to transform factsheets, reports, and more into engaging content.
Enable your team to access and share items from the intelligent content catalogue.
Share your content to prospects and clients in the modern way that they expect.
Working with leading
private banks
