Wealth Management Predictive Planning

Move the game from Reactionary and Aspirational planning, to Proactive, Realistic, and Predictive planning.

Simulate and visualize your client’s future life events using big data and machine learning models to help them identify the goals they should plan for.

Simulate and visualize your client’s future life events using big data and machine learning models to help them identify the goals they should plan for.

For DYNAMICS 365
FOR FINANCIAL SERVICES

Now Available With:

FOR DYNAMICS 365
FOR FINANCIAL SERVICES

Use the simulation results to identify major life events for your client – recommend financial products to plan for such events

  • Get actionable recommendations with every life event - learn how your client can stay ahead and save the amount they need for each financial goal based on our goal helper calculations.

How It Works

Predictive Planning is a simulation model trained with data based on a survey, conducted by the NLS, that collates significant life events that people have experienced over time.

Training with
the Hidden Markov Model
The Hidden Markov Model (HMM) is used to determine a realistic sequence of major life events that users may encounter in their lifetime. With almost 14 distinct states that correspond to various life events in the model, the probability a user will be in a particular state in any given year is calculated and computed.

The Transition Probability, which explains the transition from one state to another, details the information that dictates which states a user is anticipated to be in their next stage of life. Additionally, the Emission Probability expresses the likelihood of life events a user will experience.
Extrapolating data
with simulations
With a foundation built on the HMM, Predictive Planning demonstrates the forecasts with simulation models. After a user enters their historical data into the network, the system determines the most appropriate state of the user to create possible observations depending on the current input.

Multiple simulations are run based on the identified state by forwarding the data through the Transition and Emission Probability. These simulations, along with probabilities of life events, are displayed to users over a time period outline.
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  • Predictive Planning models are currently driven by data representing the US population that can also be mapped to other developed nations, however, we endeavor to make it available in every country!
    Drop us a message to learn more.

CONTACT US
Contact Us
Predictive Planning with Microsoft
  • Robust Partner Ecosystem
Microsoft Cloud for Financial Services provides solutions that empower managers and end users, from personalizing customer experiences to mitigating financial crime risks, while promoting interoperability.
  • Integrable CRM and ERP Applications
Microsoft 365 Sales provides an integrated set of intelligent business applications across processes, enabling organizations to optimize services with agility and innovation.

  • Bambu and Microsoft have come together to build vertical synergies in the wealth management space. Such integration of services and solutions, when offered through various Microsoft platforms, creates a multifold impact for clients in the financial services industry. The first milestone of this partnership will be to offer Bambu’s predictive planning service through Microsoft Dynamics 365 Sales and Financial Services cloud platforms.

Customer engagement benefits for RM/Advisors
Develop deeper connections

Anticipate client needs to better accommodate their demands and build trusted relationships.

Identify and prioritize clients’ needs

Help clients discover valuable and essential goals to prioritize.

Increase sales productivity

Make targeted sales with a client-centric approach and optimize sales activities.

Your Preferred Application Platform

Your Preferred
Application Platform
For DYNAMICS 365
FOR FINANCIAL SERVICES
For DYNAMICS 365
FOR FINANCIAL SERVICES

Schedule a demo

Please fill out this form and we’ll keep
you posted!
Frequently asked questions

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