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Wealth Management

Leverage client connections to identify new opportunities

With Reltio’s Wealth Management solution wealth managers are able to build detailed Client profiles, model complex client to client and advisor relationships. As a result they can understand Client lifetime value, increase Client loyalty, augment share of wallet, and grow assets under management. Reltio for wealth management provides several benefits to financial advisors including the ability to:

  • Build flexible Client profiles to manage issuers, investors and syndication groups and track product, industry, region, and investment preferences
  • Aggregate and Roll Up accounts along household and relationship hierarchies to gain insight into client holdings and leverage spheres of influence
  • Model relationships, including complex organizational structures and professional and personal relationships, to gain insight into centers of influence and six degrees of separation.
  • Track all Client interactions including call reports, phone calls, meetings, emails, voice notes, financial statements, letters of intent, and pitch books
  • Implement Client loyalty programs to manage proactive interactions with top tier Clients and analyze performance against service level targets
  • Aggregate sales and asset data at the firm-, branch-, and advisor-level to target future sales, service, and marketing activities
  • Automate activity plans to improve the efficiency of standard business processes such as Account Openings, Know Your Client updates, and Client Reviews
  • Automate Service Requests to ensure timely follow ups and instill advisor loyalty