AI-powered Financial Planning with predictive analytics
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.
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
Engage potential new clients with an interesting and insightful experience rather than filling in boring forms.
future into your platform
Add life event simulations into your advisor workflows for lead generation, prospecting, and client engagement.
Robo User Journey
Instead of one goal, simulations can generate 5-10 new goals to drive increased engagement and AUM.
Lead generation and prospecting
Integrate the future into your platform
The NEW Robo User Journey
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
Talk about your clients’
futures and dreams with confidence.
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.
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.
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.
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.
Ready to talk game plan?