Bambu, a global wealth technology provider, is taking on the management of finance at Microsoft Cloud by launching its new Wealth Management Predictive Planning solution for Financial Services and Sales.
As revealed by predictive analytics, Relationship Managers (RMs) can predict future financial needs. They will be able to recommend the best time for clients to sign up for insurance plans or other related investments or services.
What’s the one thing you want most from your wealth management or sales client? Respect. To build and solidify the trust they have in you while increasing your productivity, we designed Wealth Management for Microsoft Cloud for Financial Services with an innovative proactive approach in mind. The new system will enable clients to predict and analyze key life events with the ability to suggest achievable financial goals and solutions for future planning.
With its A.I. powered machine learning algorithms, Twin Lense will be able to generate thousands of timelines for future events and outlines given various demographics, including marriages, families, careers, and financial situations.
Bambu’s co-founders believe that now is the perfect time for people to start planning their financial futures. Bambu offers a variety of tools including a comprehensive app and financial planner, so you can plan ahead and be on top of things.
“Bambu wants to be the leader in the B2B wealth tech space. This partnership means a lot not only from a brand perspective but also from a product scale standpoint. The opportunity to co-sell with Microsoft will help us progress toward our goal to be a leader in the B2B wealth technology space.”
“We’re excited to announce that Bambu has joined the Microsoft Business Application ecosystem and its Wealth Management offering integrated with Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales, globally,” said Toby Bowers, General Manager, Industry, Applications & Data Marketing at Microsoft. By making it easier for relationship managers, financial advisors and agents to access their data in one place, we’re significantly reducing roadblocks that lead to friction and reduced ROI.
Bambu’s Microsoft Cloud for Financial Services and Wealth Management for Dynamics 365 Sales is now available on Microsoft AppSource. For more information, visit Bambu’s page.
