Identifying the best-performing advisors Determining the right factors that drive success
Key Benefits & Features
- Implement focus groups, including training workshops and corrective actions, and improve the performance of its nonperforming advisors— establishing best practices that the entire global advisory team can follow.
- Insights were presented as easy-to-understand charts and if– then rules that business users can understand. The insights ridded the clients weaknesses by helping to predict the probable performance of its advisors
Intuceo Managed Analytics Solutions for Enhancing Customer Experience
- Advisor performance was measured, tracked, and guided. After uploading all of the historical transaction data of the client’s approximately 6,000 advisors
- Classified and benchmarked advisors by their performance
- HiddenInsightsTM engine generated several hundred actionable insights by which the client can now effectively evaluate its advisors.
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Data was factored by demographic and transactional factors for advisors and investors
- created several time-based attributes, including cash deposit amount in the previous month, quarter, and year
The Intuceo Predictive Analytics Platform utilizes open source big data technologies with accelerators for Data Engineering, Predictive Analytics, and Visualization solutions to solve complex Business Challenges
