




Wealth Management 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.
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
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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.
the Hidden Markov Model
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.
with simulations
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
- Robust Partner Ecosystem
- Integrable CRM and ERP Applications
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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.











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
Application Platform
For DYNAMICS 365
FOR FINANCIAL SERVICES
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