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PREDICTIVE AND
DATA-DRIVEN AI TO
CREATE FAMILY FINANCIAL STRATEGIES
DATA-DRIVEN AI TO
CREATE FAMILY FINANCIAL STRATEGIES
Capital preservation strategies in the time of:
Economy slowdown
Hyperinflation
Geopolitical shocks
Global mild recession
Severe market impacts
Rising interest rates
Hyperinflation
Geopolitical shocks
Global mild recession
Severe market impacts
Rising interest rates
Challenges for high-nets:
Capital appreciation and preservation for multigeneration wealth transfer
Financial planning & retirement protection strategies
Expensive wealth management consultations
Tax issues and market valuation of OTC assets
Diversification of total wealth across different asset classes
Wealth protections strategie
Predictive and data-driven AI uses the right mix of data, insights, and digital solutions to create personal strategies for wealth clients
Overall
family strategy
family strategy
Protection strategies for pre-retirement and retired individuals & most efficient tax plan complying with authorities
Asset and Liability Management (ALM)
Financial
planning
planning
Trust
strategies
strategies
Assets
allocation
allocation
Compliance
management
management
2
3
1
4
5
6
7
Enable the hidden powers of ProWealth solutions as if you have thousands of financial consultants and narrow specialists working 24/7 only for you!
ProWealth Solutions: strategy planning and family wealth decisions are based on personal experience
KYC and AML
Regtech solutions
Compliance issues
Experience optimization
Regtech solutions
Compliance issues
Experience optimization
Online behaviour
Fears/Objections
Goals
Investing plans
Demographics
Personality Traits
Influences
Fears/Objections
Goals
Investing plans
Demographics
Personality Traits
Influences
Integration with
external solutions for:
external solutions for:
Smart profile includes non-quantitative indicators beyond standard questionnaires
to define client's needs & preferences
to define client's needs & preferences
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