AI Now™ for Financial Planning

Today, financial planning is about more than just where and how to invest. Bluewolf AI Now™ for Financial Planning combines Salesforce Financial Cloud, IBM Watson, and MoneyGuidePro to reinforce financial planning capabilities with a consolidated 360º client view, omnichannel client experience, and personalized client engagement. Financial Service Cloud provides rich client profiles centered on personal goals and pivotal life events to help advisors personalize service. IBM Watson provides deep customer insights so advisors can manage financial goals, identify at-risk clients, and uncover opportunities. MoneyGuidePro tracks clients' expectations, concerns and goals to deliver a comprehensive, individualized financial plan and provides financial advisors with recommended scenarios.

The AI Now™ Advantage:

  • Anticipate client’s life events with up to 95 percent accuracy
  • Identify “at-risk” clients up to 30 days in advance
  • Personalize client correspondence with Watson Sentiment Analysis, Watson Tone Analyzer, and Personality Insights, which, together, surfaces clients’ sentiments, tone, and personality characteristics from written communications
  • Segment and prioritize clients based on a consolidated 360º view of behavior, individual investments, financial trends and news, cash-flow, and risk profiles
  • Provide client self-service on the MoneyGuidePro platform
  • Connect with clients on-the-go, across desktop, mobile, phone, or in-person

Today, financial planning is about more than just where and how to invest. Bluewolf AI Now™ for...

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