Customer 360 PBR

Wealth management firms struggle with fragmented data across systems, hindering efficient Previous Business Reviews (PBRs). This affects their ability to identify advice gaps, compliance issues, and missed opportunities, impacting regulatory compliance and client trust.

Our AI agents, built on Purple Fabric, create a 360-degree view of each client by consolidating data from multiple sources. The solution identifies advice gaps, compliance issues, and missed opportunities, ensuring data accuracy and regulatory alignment, while automating PBRs for enhanced client trust and personalized advice.