Intelligent Campaign Management

Unleash the transformative power of AI and robust analytics with our data-driven campaign management solution

Increase Engagement by up to 30% with AI Relevance Checks &
Intelligent Campaign Management

Designed to shape impactful investment narratives and boost acceptance rates

Clients who trust our solutions:

Streamlining customer-centric campaigns

Bring your campaign management to another level to save time and resources while crafting resonating, hyper-customized investment proposals for your clients.

Investment Narratives Aligned to Client Aspirations

Leverage sophisticated analytics to understand each client’s unique perspective, thereby aligning investment narratives to their specific financial goals.

Maximizing Client Engagement through AI

Deploy AI-driven suitability checks to match the right clients with fitting trade ideas, amplifying client engagement, and promoting growth.

Ensuring Compliance & Promoting Relevance

Stay ahead of compliance needs and market regulations by ensuring all investment opportunities align with client objectives, fostering trust, and solidifying long-term relationships.

Seamless Execution: The Power of Integration

Streamline your investment process with our one-click trade idea implementation, ensuring smooth team communication and client interaction.


Effective Sales Campaigns

AI-Backed Proposals

Campaign Analytics

AI-Driven Client Insights

Harness advanced machine learning algorithms to categorize client portfolios and identify those more likely to accept specific trade ideas, ensuring relevance and precision in your campaigns.

Customizable Investment Narratives

Leverage our robust analytics to align your investment narratives for Research with your clients’ aspirations, tailoring your trade ideas to their unique preferences.

Scalability that Adapts to Your Needs

Whether it’s individual client engagement or large-scale campaigns, our solution scales effortlessly to serve your needs, ensuring effective client service at all times.

Robust Security & Trust-Building in Client Relationships

Ensure peace of mind with top-tier encryption and compliance tracking. Foster client trust through transparent reporting, secure data handling, and responsive communication that aligns with their values and expectations.

Frequently Asked Questions

Yes, Intelligent Campaign Management is designed to integrate seamlessly with your existing CRM systems. This integration allows for efficient data exchange and streamlined processes, enabling you to make the most of the insights offered by both your CRM and our Intelligent Campaign Management system.

The AI-powered suitability check works by employing advanced machine learning algorithms to analyze your clients’ preferences and behaviors. By analyzing historical data and using predictive modeling, it identifies patterns and anticipates future behavior. The system then uses these insights to classify client portfolios and determine which clients are most likely to accept specific trade ideas. This approach ensures your investment proposals are highly personalized and relevant, enhancing client engagement and driving growth.

The implementation time for Intelligent Campaign Management can vary depending on the size and complexity of your current systems. However, we have designed the product with a focus on user-friendly integration, and we also provide full support during the implementation process to ensure a smooth transition. Most of our clients are able to start seeing the benefits of Intelligent Campaign Management within a few weeks of implementation.


Coutts & Co. ▸ LGT Group ▸ Nasdaq ▸ Bordier & Cie ▸ Mizuho Group▸ apoBank ▸ Quintet Private Bank ▸ CBOE Clear Europe ▸ LME ▸ Zürcher Kantonalbank ▸ Bordier & Cie ▸ SIX Swiss Exchange ▸ Basler Kantonalbank ▸ Intercontinental Exchange ▸ Bank Syz ▸ Liechtensteinische Landesbank ▸ Zurich Insurance Group ▸ Tel Aviv Stock Exchange ▸ Schaffhauser Kantonalbank ▸ Thurgauer Kantonalbank ▸ Australian Stock Exchange ▸ Basellandschaftliche Kantonalbank ▸ EURONEXT ▸ Graubündner Kantonalbank ▸ Appenzeller Kantonalbank ▸ Urner Kantonalbank ▸ Nidwaldner Kantonalbank ▸ Obwaldner Kantonalbank

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