ベンダー
English
search
  2. //
  3. Reports & insights
  4. //
  5. Finally, Behavioral Segmentation for Wealth Management

Finally, Behavioral Segmentation for Wealth Management

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
2016/09/21
Kelley Byrnes

Yesterday’s IBM Forum for Financial Services showed Watson’s capabilities for wealth management, insurance and banking. The forum coincided with the 2.0 release for Watson’s application in financial services.

The demo session emphasized Watson’s behavioral segmentation capabilities. The psychographic measures delivered by IBM Customer Insight are impressive. For example, measures include but are not limited to: openness, liberalism, cautiousness and sympathy. Knowing all too well that a client’s personality can make them candidates for different products than what a client’s paper profile would suggest, it is easy to see how in the wealth management space, advisors could use these measures to build deeper human connections with their clients.

I was also impressed by the fact that Watson shows financial advisors the reasoning behind the machine learning results. Gaining insights into how Watson arrives at its recommendations empowers advisors to validate the results or add human refinement based on inputs not available to Watson. In this way Watson can complement the financial advisor.

It seems that there is even more that IBM is working on that is not in this latest release, so I’m looking forward to what more there is to come.

コメント