How they describe themselves: IBM is a cognitive and cloud solutions company headquartered in Armonk, NY. It offers a wide range of technology solutions and consulting services for the Financial Services industry. IBM is helping clients navigate today’s complex and digitally interconnected world in the Wealth Management, surveillance, and regulatory compliance space by providing pre-built solutions that utilize a broad portfolio of leading cognitive solutions and advanced analytics.
How they describe their product/innovation: IBM will demo Client Insight for Wealth Management – a solution that delivers deep client insights to improve client service, retention and profitability. IBM Client Insight for Wealth Management provides the ability to create dynamic client segmentations based on a client’s behavioral profile, determine and predicts client life events, identify product opportunities, predict client attrition, and deliver tailored portfolio recommendations to clients.
Product distribution strategy: Direct to Business (B2B)
Bus. Dev. & Sales: Rob Stanich, Wealth Management Offering Manager, email@example.com, 917-226-1772, @RobertStanich & Alex Baghdjian, Wealth Management Offering Associate, firstname.lastname@example.org, 917-471-1079, @AlexBaghdjian
Press: Stephen Millmore, External Relations Analytics, 978-399-7347