The document discusses a financial platform company that provides consulting and implementation services for digital investment offerings. It provides a cloud-native platform to support clients. The company assists with integrating its financial platform and customizing functionality. It also discusses how AI can help investment companies get more from their existing client base by identifying sales prospects, understanding individual client needs through data analysis, and creating tailored sales narratives. Finally, it outlines how AI can enhance the investment journey by performing tasks like proposing goals, conducting audits, generating recommendations, and delivering customized reports.

1. 1

2. WHO WE ARE

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

10. ©
G
a
m
b
i
t
2
0
2
3
.
A
l
l
r
i
g
h
t
s
r
e
s
e
r
v
e
d