IBM Wealth Management
Client insight. Targeted advice.
You already know IBM for the dependable infrastructure of your workplace technology—and as a stock ticker symbol. Now, meet IBM as a new ally in investment advising. With IBM Wealth Management, you'll gain the tools you need to better serve your clients, to understand their stage in life right now and how to meet their goals for the future, with the assurance that you will make the right recommendations at the right time.
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Access the analytics
you need. Instantly.
You may already have some data at your fingertips, but how robust is it? How up to date? By monitoring conventional channels as well as social media, the IBM Wealth Management solution compiles and presents up-to-the-minute data and recommendations relevant to your client, potential and existing investments, and more.
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Learn more about behavior-based client insight.
Watch the videoDiscover the power of new digital tools in this solution brief.
Learn moreUnderstand your clients.
Anticipate their needs.
Imagine being able to segment your clients, to the individual, based on behavior. To be able to assess with confidence that next life event—the new baby, the first house—that will trigger a change in their porfolio. That insight is built right into IBM Wealth Management.
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Work successfully with today’s empowered client.
Get the paperLearn more about behavior-based client insight.
Watch the videoMeet changing expectations.
Your potential client base is shifting. Now, you need to connect with a new generation with different expecations about investing—an audience who is unresponsive to yesterday's communications channels. And you need to compete with options that didn't exist 10 or even five years ago. With IBM Wealth Management, you stay relevant no matter your client's expectations—or the competition.
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Increase client satisfaction with IBM and interactive data.
Watch the videoSign up for this short demo on behavior-based client insight.
See the demoGet started and
get working—fast.
Implementing a new system can be daunting. IBM understands, with an initial set-up that makes transition simple and keeps your business running.
And if you want more options later? IBM will help, with a suite of customization choices to fit your needs.
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Work successfully with today’s empowered client.
Get the paperDiscover the power of new digital tools in this solution brief.
Learn moreGive the right advice
with confidence.
You have a responsibility to serve your clients' best interests with appropriate, on-target investment advice. With the investment data and client analytics compiled in the IBM Wealth Management interface, responsible, knowledgeable advice is ready with a click.
Find out more:
Work successfully with today's empowered client.
Get the paperSign up for this short demo on behavior-based client insight.
See the demoSee what IBM Wealth Management can do for you.
Experience IBM Wealth Management and see for yourself what it can do for you—and your clients.
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