Avaloq Blog

Navigating the transformation

The world of banking and wealth management is undergoing a major transformation - some say
incumbents will find the disruption insurmountable. Our blog pages seek to demystify some of the trends,
concepts and topics that are impacting the industry today. We hope you find it useful, and look forward to
your comments and discussion points.

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machine-generated investment strategies

AI-based recommender solutions
Jun 10, 2020 11:05:12 AM | Blog
wealth management, wealth advisory, machine-generated investment strategies, artificial intelligence, machine learning

Can AI-based recommender solutions help wealth managers?

AI-based recommender solutions

Recommendation solutions are sometimes used by wealth management firms and banks to automatically suggest the product that a client may be interested in. They aim to increase client satisfaction and avoid wasting both the client’s and the relationship manager’s time with inappropriate offers.

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Automation on the investment factory and in the client advisory process
Dec 16, 2019 9:55:33 AM | Blog
wealth management solutions, investment solutions, machine-generated investment strategies, automated portfolio

Why automation in the wealth advisory process is becoming critical

Automation on the investment factory and in the client advisory process

Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.

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