NBA for Financial Advisors admin June 17, 2022

The right recommendation
to the right client
at the right time

Next-Best-Action for insurance and wealth advisors


Years of proven experience

Who we work with

Since 2014, we provide banks, insurers, and wealth managers in Europe and Asia with Artificial Intelligence engines that increase their advisors and clients satisfaction along various journeys, for instance by suggesting a next best product, content or action.​

What is Next Best Action (NBA) ?

Next Best Action is a decision model and AI-based tool designed to provide information that can help advisors deliver the best service to clients by examining their recent actions, past behaviors, interests and needs.

Our NBA engines are powered by
“Brain” our leading-edge AI technology ​

Since 2014 we have been developing “Brain”, our award-winning platform addressing the whole machine learning value chain.

“Brain” can process extensive data-sets and build advanced AI models that identify, prioritize and explain actions that are most useful and satisfactory for each client, taking into account their constraints. ​

“Brain” integrates the most advanced explainability, security, compliance and ethics requirements.​

Our NBA engines are SaaS solutions that easily integrate into your IT environment.

You can think of our NBA Engines as AI factory-in-a box. Inside them, we automate the different machine learning tasks required to generate Next-Best-Actions (or personalize steps of a client journey) such as data collection, data preparation, model training, selection, deployment and monitoring as well as their scheduling and integration.

High Quality Prediction

Our engines automate data transformation, assembly and parameterization of models identified by our experts to provide high prediction performance.

High Scalability

Our SaaS approach makes it easy to orchestrate our engines within containers allowing for high scalability and the design of many applications.

Advanced explainability & observability

Every prediction generated by our engines is fully explainable; once in production our engines benefit from advanced observability functionalities.

Integration with your tools

Thanks to secured APIs, our engines easily integrate with your existing tools and platforms to quickly enrich the advisor's experience.

Increasing Advisor and Client Satisfaction

Systematic description

Diagnostic of past behavior​

Prediction of future behavior​

Prescription to address behavior

  • Similarity with other clients​
  • Latent needs​
  • Propensity to adopt a solution​
  • Behavior under different market environments​
  • Loyalty risk


  • Planning or investment ideas
  • Product offering
  • Educational content
  • Price & Conditions
  • Nudge (precommitment, peer comparison)
  • Explicit the factors behind suggested actions​
  • Balance satisfaction, propensity and effort to pre-rank your suggested actions

We have a practical understanding of your business processes

Contrary to generic providers of AI software, we have practical business expertise in insurance and wealth management and are solely focusing on these industries.​
This unique positioning allows us to speak the same language as yours and to understand your operating environment.
We can identify and answer NBA use-cases along your investment and insurance client journeys.​

Thank you for your interest in our solutions ! We would be pleased to discuss about equipping your Advisors with our NBA engine or personalizing your client journeys with AI.

Contact Us