📈Investment suitability assessment

Use case: This tool automates the assessment of a persons suitability to different investment approaches. Find out more in our Case Study.

End-user: Investment Manager

Solution: Rainbird was integrated into a CRM system. At the click of a button, detailed information about a client is sent to Rainbird for scoring. The suitability of each investment approach, complete with an audit trail, is updated in the clients CRM record.

Expertise: The knowledge map replicates the expertise of an investment manager, unified across the team to ensure high-quality and consistent decisions are given. This considers the clients risk profile, financial circumstances and ability to weather losses amongst other factors.

Data: Expertise is stored in the knowledge map, client-specific data is injected into Rainbird at runtime.

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