iAdvise
LTIMindtree’s iAdvise Application is designed for financial advisors to gauge the client’s investment needs and subsequently provide sound financial advice. It provides real-time information on portfolio performance, asset distribution and risk profile. The application has built-in CRM functionality, which leverages social media to enhance customer reach. It also provides recommendations based on customers’ life events and views their updates on Facebook, Twitter and LinkedIn.
Business Benefits:
- External factor-based prediction.
- Provides Financial Advisors with a unified view of customers and their portfolio data.
- Integrated B2E solution for a Bank Advisor who caters to Multiple HNIs.
- Seamless integration with heterogeneous backend systems such as CRM and Market Feeds.
