Benefits
Discover Capable Benefits
ClientSphere is an AI-powered command center designed to boost RM productivity and client engagement. It offers tools like SmartPlanner, ClientMemory, ActionPrompts, and campaign orchestration—all within a compliant, unified platform.
Smart Grouping allows Relationship Managers (RMs) to automatically segment their client base using behavioral analytics and client needs. This segmentation empowers RMs to offer more relevant and personalized communication and product recommendations.
Detect excessive risk concentration using simple, intuitive analytics
Collaborate with advisors to initiate rebalancing requests
Tie each goal directly to portfolio performance and future projections
Motivate clients with gamified elements