COGNITIVE ENGAGEMENT IN WEALTH MANAGEMENT

1. COGNITIVE ENGAGEMENT
IN WEALTH MANAGEMENT

2. Cognitive Computing
Ingest
Learn Deliver
Analyze

3. Cognitive Assists In
Reduced
Cost Of
Engagement
Increased
AUM
Improved
Client
Engagement

4. Cognitive Architecture
Channels
Destinations
Actors
Miles
Enterprise Data
Social Media
Blogs
Public Data
Structured
Data
Unstructured
Data
Ingest & Process
Insights & Actionables
Cognitized Data / Graphs
Enriched Data
Middleware Stack
Cloud Layer
Social Public Private Data
Devices & Channels
Source Delivery
Learn

5. Assets
 Current
 Projected
 Preferences
Income / Expenses
 Earnings /Wages
 Expenses
Experiences
 Transactions
 Returns
Liability /
Commitments
Family
Peer Group /
Influencers
RiskAppetite /
Profile
 Age
 Returns
 Limits
Behaviors Social Media
Public Data
Persona of One
Market Events & News
FinancialGoals
Individual

6. Customer Engagement
Proactive
Probabilistic Made Possible
Predictive
Next Best Product
Personalized
Experiences And Advice

7. Advisory
Advisory Empowerment
Increased
Productivity And Scale
Consistent
Advice And Interactions
Improved
Client Satisfaction Levels
Delivering
Better Outcomes

8. MoneyWare Suite Cognitized

9. India
Miles Software Solutions Pvt. Ltd.
B - 801, Trade World, Kamala Mills,
Lower Parel (W),
Mumbai – 400013.
T: +91-22-66518400
UAE
Miles Software Solutions FZ-LLC
210, Level 2, The Loft Offices,
Building# 2, Entrance C,
Dubai Media City, Dubai,
T: +971 (4) 422 5817
Philippines
Miles Software Solutions Inc.
Penthouse Mavenue Building,
7844 Makati Avenue
Poblacion, Makati City 1210
T: +63 2 224 4393 (vOffice)
T: +63 2 543 1486
Europe
(Partner Office)
Funds-Axis Limited
31 Southampton Row,
London, WC1B 5HJ,
T: +44-7977-250034
info@milessoft.com | www.milessoft.com