Advisor of The Future

Advisor of the Future is a next-gen advisor platform tailored to meet e clients’ requirements on time. The platform empowers Insurance advisors to track customer journey data across every channel and touchpoints to visualize holistic customer relationships. It offers data-driven insights and recommendations that enable advisors to build and nurture trusted client partnerships through proactive engagement. Gen AI-infused capabilities to create highly personalized real-time interactions, significantly boosting productivity.

Solution

Unify customer journey and touchpoints across all channels and gain a comprehensive view of the customer with a Customer Journey Lakehouse.
Stay ahead and anticipate customer needs proactively through an AI recommendation engine for hyper-personalized customer engagement journeys.
Get real-time guidance and access to customer, product, and policy info with a Gen AI companion that can summarize, search, or create personalized content.
Access insights across channels consistently with the flexibility to access them where they want.

Solutions

Unify customer journey and touchpoints across all channels and gain a comprehensive view of the customer with a Customer Journey Lakehouse.

Stay ahead and anticipate customer needs proactively through an AI recommendation engine for hyper-personalized customer engagement journeys.

Get real-time guidance and access to customer, product, and policy info with a Gen AI companion that can summarize, search, or create personalized content.

Access insights across channels consistently with the flexibility to access them where they want.

Key Capabilities

AI-powered insurance-specific analytical models
Cloud-hosted Customer Journey Lakehouse
Pre-built connectors to data sources and systems

Omni channel/device experience
Access to third-party data through pre-built connectors
Support for life, annuity, and P&C insurance domains