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WHO WE ARE
Financial Platform
We facilitate the digital transformation
of investment offerings by providing a
highly configurable, cloud-native
platform that supports multiple client
segments.
Consultancy
We shape proposals through the design
sprint methodology. However, our
consultancy skills go much further:
investment journeys, portfolio
management & advice, onboarding,
sustainable investments…
WHAT WE DO
Implementation
We assist you in the integration of our
financial platform, right up to tailor-
made functionalities.
AI CONTRIBUTION : AN EXAMPLE AT GAMBIT
3 STEPS TO GET MORE FROM THE CLIENT BASE
1. Identify hidden
opportunities
The AI delves client data, revealing
overlooked sales prospects within the
current customer base.
By analyzing behavioral patterns and all
relevant data, the AI solution identifies
and ranks clients according to their
inclination to subscribe to a new
offering.
2. Understand Client’s
needs
Through sophisticated data analysis, the
AI gains a profound understanding of
each client’s financial situation, life
events and objectives.
This in-depth insight empowers the
algorithm to discern why a specific
client might displays an interest in a
specific offering ensuring that every
interaction is not just relevant but
resonant.
3. Build tailor made
sales narratives
The AI creates engaging stories that
resonate with customers, illustrating
how the recommended service can
enrich their financial journey.
By connecting on a narrative level and
addressing individual concerns, the AI
solution significantly enhances the
ability to turn prospects into
enthusiastic subscribers.
1. Identify hidden
opportunities
The AI delves client data, revealing
overlooked sales prospects within the
current customer base.
By analyzing behavioral patterns and all
relevant data, the AI solution identifies
and ranks clients according to their
inclination to subscribe to a new
offering.
AI CONTRIBUTION : AN EXAMPLE AT GAMBIT
3 STEPS TO GET MORE FROM THE CLIENT BASE
2. Understand Client’s
needs
Through sophisticated data analysis, the
AI gains a profound understanding of
each client’s financial situation, life
events and objectives.
This in-depth insight empowers the
algorithm to discern why a specific
client might displays an interest in a
specific offering ensuring that every
interaction is not just relevant but
resonant.
AI CONTRIBUTION : AN EXAMPLE AT GAMBIT
3 STEPS TO GET MORE FROM THE CLIENT BASE
3. Build tailor made
sales narratives
The AI creates engaging stories that
resonate with customers, illustrating
how the recommended service can
enrich their financial journey.
By connecting on a narrative level and
addressing individual concerns, the AI
solution significantly enhances the
ability to turn prospects into
enthusiastic subscribers.
AI CONTRIBUTION : AN EXAMPLE AT GAMBIT
3 STEPS TO GET MORE FROM THE CLIENT BASE
AI IN THE INVESTMENT JOURNEY
Goal & horizon
Propose goals pro-
actively based on
personal information
& peer comparison
Revenues, expenses,
precautionary saving
Scan the investor’s
current account to
identify their savings &
precautionary reserves
Initial/recurring
amount to invest
Allocate the best
amount considering
constraints & peer
comparison for
optimal investment
outcomes
Inventory
Conduct thorough
audits of
aggregations to
ensure holdings
align with goals
Profiling (risk &
ESG), KYC, K&E
Discuss risk, leading to a
score or profile without a
typical questionnaire,
through real-life cases
Discovery &
prospection
Advice
Generate a
meeting script
based on available
data and capture
client’s answers
and engagement
automatically
Create personalized
recommendation scripts,
incorporatingg tailored
language & client-specific
details, for impactful
investment guidance.
ONBOARDING (incl. FINANCIAL PLANNING)
Proposition
summary (incl.
projections)
Unlock intelligent
simulations tailored to
investors’ comprehension
& interest
Performance
Craft dynamic narratives
to illuminate investment
performance
Invest/desinvest
Propose an automatic
investing/disinvesting
amount based on
events affecting the
investors (solvability
etc)
Reporting
Deliver customer content
(reports, videos etc) tailored
to investor’s preferences &
expertise, for clear, engaging
insights about their personal
reports
Signature
SUBSCRIPTION FOLLOW-UP
AI IN THE INVESTMENT JOURNEY
©
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04_Gambit_Laurent Bodson.          .pptx

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04_Gambit_Laurent Bodson. .pptx

  • 1. 1
  • 3. Financial Platform We facilitate the digital transformation of investment offerings by providing a highly configurable, cloud-native platform that supports multiple client segments. Consultancy We shape proposals through the design sprint methodology. However, our consultancy skills go much further: investment journeys, portfolio management & advice, onboarding, sustainable investments… WHAT WE DO Implementation We assist you in the integration of our financial platform, right up to tailor- made functionalities.
  • 4. AI CONTRIBUTION : AN EXAMPLE AT GAMBIT 3 STEPS TO GET MORE FROM THE CLIENT BASE 1. Identify hidden opportunities The AI delves client data, revealing overlooked sales prospects within the current customer base. By analyzing behavioral patterns and all relevant data, the AI solution identifies and ranks clients according to their inclination to subscribe to a new offering. 2. Understand Client’s needs Through sophisticated data analysis, the AI gains a profound understanding of each client’s financial situation, life events and objectives. This in-depth insight empowers the algorithm to discern why a specific client might displays an interest in a specific offering ensuring that every interaction is not just relevant but resonant. 3. Build tailor made sales narratives The AI creates engaging stories that resonate with customers, illustrating how the recommended service can enrich their financial journey. By connecting on a narrative level and addressing individual concerns, the AI solution significantly enhances the ability to turn prospects into enthusiastic subscribers.
  • 5. 1. Identify hidden opportunities The AI delves client data, revealing overlooked sales prospects within the current customer base. By analyzing behavioral patterns and all relevant data, the AI solution identifies and ranks clients according to their inclination to subscribe to a new offering. AI CONTRIBUTION : AN EXAMPLE AT GAMBIT 3 STEPS TO GET MORE FROM THE CLIENT BASE
  • 6. 2. Understand Client’s needs Through sophisticated data analysis, the AI gains a profound understanding of each client’s financial situation, life events and objectives. This in-depth insight empowers the algorithm to discern why a specific client might displays an interest in a specific offering ensuring that every interaction is not just relevant but resonant. AI CONTRIBUTION : AN EXAMPLE AT GAMBIT 3 STEPS TO GET MORE FROM THE CLIENT BASE
  • 7. 3. Build tailor made sales narratives The AI creates engaging stories that resonate with customers, illustrating how the recommended service can enrich their financial journey. By connecting on a narrative level and addressing individual concerns, the AI solution significantly enhances the ability to turn prospects into enthusiastic subscribers. AI CONTRIBUTION : AN EXAMPLE AT GAMBIT 3 STEPS TO GET MORE FROM THE CLIENT BASE
  • 8. AI IN THE INVESTMENT JOURNEY Goal & horizon Propose goals pro- actively based on personal information & peer comparison Revenues, expenses, precautionary saving Scan the investor’s current account to identify their savings & precautionary reserves Initial/recurring amount to invest Allocate the best amount considering constraints & peer comparison for optimal investment outcomes Inventory Conduct thorough audits of aggregations to ensure holdings align with goals Profiling (risk & ESG), KYC, K&E Discuss risk, leading to a score or profile without a typical questionnaire, through real-life cases Discovery & prospection Advice Generate a meeting script based on available data and capture client’s answers and engagement automatically Create personalized recommendation scripts, incorporatingg tailored language & client-specific details, for impactful investment guidance. ONBOARDING (incl. FINANCIAL PLANNING)
  • 9. Proposition summary (incl. projections) Unlock intelligent simulations tailored to investors’ comprehension & interest Performance Craft dynamic narratives to illuminate investment performance Invest/desinvest Propose an automatic investing/disinvesting amount based on events affecting the investors (solvability etc) Reporting Deliver customer content (reports, videos etc) tailored to investor’s preferences & expertise, for clear, engaging insights about their personal reports Signature SUBSCRIPTION FOLLOW-UP AI IN THE INVESTMENT JOURNEY