Client Maker - Datahouse

Client
Maker

In a highly competitive market, you need to communicate the added value of your wealth management products clearly and convincingly. Our client maker analyzes your potential clients' existing investment portfolio and demonstrates how your products not only increase profit potential but also minimize risk. This enables you to attract new clients with an efficient first consultation.

Your challenges

Difficulty finding new clients

Exceed expectations

Increase efficiency

Our solutions

Portfolio-based analysis

Comprehensive data aggregation

Quick proposal generation

Your benefits

New customer acquisition made easy: Convince potential customers with your added value.

Clearly demonstrate added value: Demonstrate how your products minimize risk and increase profit potential.

Efficient initial consultation: Increase the quality of the initial consultation thanks to a standardized, data-based tool.

Fast closing: Increase the speed to first offer and win more customers.

Time and cost savings: Reduce the amount of training required by customer advisors and lower your costs in the long term.

Schedule a free expert consultation

Thomas Maier

Director Solutions Engineering

With over 11 years of experience in data analytics, I assist clients in the financial industry to gain valuable insights and predictions from complex data.

thomas.maier(at)datahouse.ch

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