Predictive
Planning

AI-powered Financial Planning with predictive analytics

AI-powered
Financial Planning with predictive analytics

Help your clients identify financial goals and plan for the future with ease.

Help your clients identify financial goals and plan
for the future with ease.

TRY IT YOURSELF
TRY IT YOURSELF

Who is
Predictive Planning for?

Wealth managers, financial advisors, or digital platforms that want to engage customers around future life events and financial planning.

Why Predictive Planning

Lead generation
and prospecting

Engage potential new clients with an interesting and insightful experience rather than filling in boring forms.

Integrate the
future into your platform

Add life event simulations into your advisor workflows for lead generation, prospecting, and client engagement.

The NEW
Robo User Journey

Instead of one goal, simulations can generate 5-10 new goals to drive increased engagement and AUM.



Lead generation and prospecting
Engage potential new clients with an interesting and insightful experience rather than filling in boring forms.


Integrate the future into your platform
Add life event simulations into your advisor workflows for lead generation, prospecting, and client engagement.


The NEW Robo User Journey
Instead of one goal, simulations can generate 5-10 new goals to drive increased engagement and AUM.
How Predictive Planning works
Create a profile

Customizable profile and personal avatar with demographic information

Learn about life events

Possible life events are simulated and developed on individual life history

Interactive Life Event Timelines

Browse possible life events in a timeline and plan for positive financial futures

Predictive Planning

Talk about your clients’ 
futures and dreams with confidence.

Talk about your clients’ futures and dreams with confidence.
SCHEDULE A DEMO
Schedule a demo
Frequently asked questions
How can my company use Predictive Planning?

The technology behind Bambu Predictive Planning can be white-labeled for your business, integrated into existing advisor tools, or consumed directly as an API.

For more information, schedule a discussion with us today.

How does Predictive Planning forecast events?

Predictive Planning uses the Hidden Markov Model to determine a sequence of life events that a user has the highest probability of encountering based on historical data and user information. Reach out to our sales representatives for more information.

What does your data represent?

Predictive Planning models are currently driven by the National Longitudinal Surveys’ study on U.S. data and statistics. Our models can be mapped to other developed nations and we aspire to make this available in every country! Drop us a message to discuss next steps.

Who benefits from Predictive Planning?

End-users can expect transparent and intuitive user journeys that allow them to visualize their financial planning while advisors will be able to support their clients with enriched and personalized financial services.

Contact Us

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