With over $2 trillion moving between institutions annually, wealth management is a massive industry undergoing significant structural changes. Surveys demonstrate that only 22% of clients with $10MM in investable assets are satisfied with their firm’s current offering and only 39% of people say they would currently recommend their advisor. In an industry in which client and prospect engagement is critical for success, Robo-advisors and new digital offerings are pressuring traditional advisors and investment managers to expand significantly the breadth and depth of their digital and technological offerings. Industry changes are driving a need for significantly more data and digital applications that can help advisors to deliver more informed investing strategies.
With Wealth Advisors constantly looking for new tools to enhance business intelligence, customer analysis, and user experience, Synechron’s Informed Investing Accelerator allows them to receive alerts for critical events related to the assets they manage such as geopolitical and sector events that impact security prices and buy/sell recommendations. It then delivers advisors’ time-sensitive information needed to proactively engage with clients. This is achieved by using a highly-scalable Hadoop database that includes real-time and historical time-series and alternative data to detect signals impacting trades and correlations within a portfolio. It then delivers the information to the advisor via a Wealth Management Dashboard that presents findings in an easy-to-read summary using Natural Language Generation (NLG) including information on Ratings, Sentiment, Signals, Portfolio Value, Spending vs. Cash flow, and more.
HOW WE HELP
Making Pro-active and informed investing decisions
Personalized investment advice that will drive client ‘stickiness’
Enables efficient and strategic portfolio management
Enhances the consolidated view of the customer across all transactions
Provides real-time analytics for both the client and the manager
Promotes strategic relationship building with more strategic questions related to ‘What happened when…?’ and ‘Why’
Provides unique insights in a highly time-sensitive manner not possible through traditional equity research
Delivers insights in an intuitive, user-friendly format easily accessible to advisors
Rapid ingestion and transformation of traditional and alternative data sets
/ /THE WORK WE DO
Deep Learning CNN
Deep Learning for Stock Price Prediction: Syn-AI blends Natural Language Processing (NLP) and Deep Learning to analyze unstructured data (SEC Filings) and produce time series predictions. The platform’s Wealth Management module leverages the dozens of NLP, machine learning, and Deep Learning algorithms to produce summary sentiment scores and buy/sell/hold recommendations for client portfolios.
Wealth Management Wealth: Sentiment for names in a client’s portfolio alongside stock recommendations calculated using Deep Learning algorithms which use NLP derived data series, among other inputs.
Deep Learning LSTM
Deep Learning for Stock Price Prediction: Syn-AI includes custom, state-of-the-art deep learning technology including LSTM models built on TensorFlow that learn from historical and real-time data to forecast stock price movements. Syn-AI’s models leverage both traditional (time-series) and alternative (SEC filings, news) data to identify complex relationships.
Research: Using an LSTM built in TensorFlow, Syn-AI forecasts Apple Corporation’s (AAPL)’s return over different horizons.
Synechron’s Informed Investing Accelerator is designed to make proactive and informed investing decisions. To learn more about Synechron’s Informed Investing Platform for financial services and the work we’re doing email us at email@example.com