Wealth Management
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Wealth Management AI Engineering Resources

Reports | Wednesday, September 28, 2022
CB Insights: Game Changers 2022

CognitiveScale is featured in a CB Insights report on "Game Changers 2022." We are listed as one of the nine technologies that could change the world. In addition, we are listed as one of the top three AI auditors that are helping create safer, more accurate AI models. . . .
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Video | Thursday, September 15, 2022

Profile of One is part of the Cortex AI engineering multi-modal, multi-persona platform that enables organizations to develop enterprise AI applications with observability and operationalization across the full life-cycle. . . .
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Articles | Wednesday, July 13, 2022
AI-Powered Personalization Drives Improved Customer Engagement

According to McKinsey research, shoppers have a strong point of view on personalization. 72% said they expect the businesses they buy from to recognize them as individuals and know their interests. Furthermore, over 76% of consumers said that receiving personalized communications was a key factor in prompting their consideration of a brand, and 78% said such content made them more likely to repurchase. Personalization is especially effective at driving repeat engagement and loyalty over time. . . .
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WhitePaper | Friday, June 3, 2022
Enhance Customer Data Initiatives with AI-Powered Personalization

Most organizations are looking to leverage their customer data and the insights generated from it in order to improve customer experience and drive value. Customer Data Platforms (CDPs) can be a key component of these initiatives, enabling clients to aggregate client data and make it available to solutions that generate client insights. . . .
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WhitePaper | Tuesday, May 31, 2022
AI-powered Personalization Across the Customer Journey

Leveraging Artificial Intelligence (AI) will improve the customer journey across the enterprise, from personalized shopping experiences and customer acquisition use cases to contextualized customer engagement and customer service. . . .
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Articles | Thursday, July 16, 2020
Systemic Bias in Financial Services_ Fixing a Growing AI/ML Problem

As computational analytics, including Artificial Intelligence and Machine Learning (AI/ML), gain greater traction and an almost essential status in the processing of massive volumes of data, their ubiquity and often inherent predilection for incorrect outcomes have brought both skepticism and distrust to their algorithms . . .
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WhitePaper | Monday, April 30, 2018
Wealth Management White Paper

With trillions of dollars of wealth being handed down to the next generation, and new new robo advisor and fintech options growing in influence,  the landscape for Wealth Management is quickly changing . . .
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CaseStudy | Tuesday, April 17, 2018
Trading Insights Case Study

Learn how a global financial services company used augmented intelligence from CognitiveScale to drive new trading insights . . .
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