Gain a competitive edge with Data Aggregation.
Data aggregation is essential to make more informed business decisions. But it can be challenging for wealth management firms to implement. See how to overcome the barriers and create a powerful solution.
MISSION-CRITICAL AI SOLUTIONS
Forward-thinking wealth management firms know it’s essential to innovate.
They’re eager to adopt AI-powered solutions but often struggle with how best to integrate these solutions.
Our Insights-as-a-Service platform takes care of that for you. We deliver mission-critical AI solutions that integrate seamlessly with your wealth ecosystem to meet your goals and generate significant ROI.
We aggregate wealth data from multiple sources, deploy pre-trained AI models, and continuously retrain them with newer and richer data over time.
You can access our AI solutions through our PureWealth platform or via a standard API that can be set up with minimal effort.
BENEFITS OF OUR INSIGHTS-AS-A-SERVICE PLATFORM
Removes data barrier – leverages machine learning
We eliminate the need for businesses to create their own data strategy or lake. We compile data from various sources and structure it to pre-train our machine learning models. We also utilize our models to increase your time to value.
Maximizes business value
Our solutions provide valuable insights for businesses and advisors. These insights shed new light on their books to help identify risks and make the most of opportunities.
Decreases operational costs
We help companies turn their cost centres into profit centres. We augment human work, decisions, and interactions with AI, by using machine learning, predictive modeling, anomaly detection, and natural language processing.
OUR INSIGHTS-AS-A-SERVICE SOLUTIONS
Investor Retention Model
Our model analyzes patterns of clients at risk of leaving and flags them. Advisors can use these insights to help them keep their valuable clients.
Client Long-Term Value
With our predictive method wealth firms can determine the long-term value of their existing clients and better manage their client lifecycle.
Data Anomaly Detection
We enable wealth firms and their advisors to proactively identify errors and prevent leakage or regulatory fines.
Our solution uses Natural Language Processing to help advisors access key insights and data quicker to make faster decisions for their clients.
“We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.”SVP, Head of Operations, Canaccord
“PureFees was implemented on the PureFacts cloud offering. Their cloud environment has been in use daily and enjoyed excellent dependability and availability.”SVP, Head of Operations, Canaccord
“Our implementation was so fast and simple … plus we love the look of our new statements so much, we want to submit them for an award!”Managing Director, Desjardins Wealth Management
“PureFacts helped us craft a fee-based platform that simplifies the life of advisors and contributed largely to our firm’s shift from transactional to fee-based.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts has been doing a good job of meeting expectations when delivering new software and their responsiveness towards our IT teams is clearly above average.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts’ business analysts really understood our reality and challenges while being always proactive. They’re quick on their feet and do the extra mile to fix accurately any temporary discrepancies with the application.”Vice President, Wealth Management Solutions, National Bank Financial
“PureFacts has proven to be a willing and able partner, working with us to understand our requirements and performing analysis, development and implementation phases to upgrade existing products or install new products.”SVP, Head of Operations, Canaccord Genuity Wealth Management