Digital Wealth Management

Use DataRobot to manage your clients' digital wealth portfolios.

Problem / Pain

Capturing greater share of existing client assets, and attracting new clients, continues to be a primary focus of wealth management advisory companies. In today’s always-connected, hypercompetitive financial services environment, developing new investment products that reach and engage new clients is a huge need.

Solution

Robo-advisors have expanded the market for portfolio management by providing new clients with the right opportunities to match their risk tolerance and financial profile. DataRobot’s capabilities to rapidly test and deploy predictive algorithms can be used to automatically rebalance portfolios with little human intervention, and help wealth managers match the right customer with the right product.

Why DataRobot

With DataRobot, wealth advisory companies can quickly develop, test, model, and deploy algorithms to assist with portfolio management services as well as help wealth managers prospect for new clients.

Want to see the DataRobot automated machine learning platform in action?

Other use cases

Google AdWords Bidding Product Personalization Finding Duplicate Customer Records in Your Database Loyalty Program Usage Next Best Offer Multichannel Marketing Attribution Customer Churn Next Best Action Blockchain Counterterrorism Fraud detection Insider threat Cybersecurity Drug Delivery Optimization Life Insurance Underwriting for Impaired Life Customers Disease Propensity Modeling ICU Occupancy Estimating Sepsis Risk Hospital Readmission Risk Finding New Oil and Gas Sources Insurance Pricing Credit Card Fraudulent Transactions Fraudulent Claim Modeling Direct Marketing Credit Default Rates Conversion Modeling Claim Payment Automation Modeling Claim Development Modeling