Personalization Engine
"Personalization Engines" integrate DreamQuark's expertise in artificial intelligence, software and wealth management into innovative and co-created software engines.
They increase user experience and satisfaction throughout various customer journeys, for example by suggesting the best action, product or content.
Source: McKinsey, Dreamquark
Many wealth advisors struggle to manage the vast quantities of data needed to deliver optimal investment advice to clients.
An AI factory-in-a box
Inside them, we automate the different machine learning tasks required to personalize steps of a client journey such as the data collection, the data preparation, the model training, selection, deployment and monitoring as well as their scheduling and integration.
What you can do with our Personalization Engines.
Individually or in combination, our Machine learning can help you personalize the key steps of in of your client journey and ensure the right engagement is delivered, at the right level and the right time.
Behavioral / Advanced segmentation
Contextual communication / Offering
Product recommendation
Next best offer
Next best action
Nudging
Next likely question
Next best communication
Next best action
Sentiment analysis
Attrition risk
Why you need Personalization Engine
Boost your NPS and Productivity using our solutions
Do you believe next best action technology will help the advisory process and client relationship ?
Collating and reconciling disparate sources of information, both external and internal, can lead to a host of positive outcomes for both wealth managers and their clients.
As proven in other industries, the next logical step is to combine this data with client data and truly personalize the client investment experience.
Why you should work with us
We have a proven expertise in identifying and answering personalization use-cases along investment and insurance client journeys.
01
Our engines incorporate the most advanced data preparation processes as well as leading algorithms and explainability features.
02
Our engines are easy to integrate and maintain; they are built with the latest technologies in MlOps and software.