Bambu offers Wealth Management Predictive Planning Solution for Microsoft Cloud

Bambu, a global wealth technology provider,  announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales.

The service will enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify and prioritize their clients’ needs through predictive analytics, empowering them to make informed financial decisions for the future.

To build and solidify trusted relationships between users and their clients while increasing sales productivity,  Wealth Management for Microsoft Cloud for Financial Services - a one-of-a-kind Wealth Management predictive planning solution - along with its counterpart, Wealth Management for Dynamics 365 Sales, were designed with an innovative proactive approach in mind. 

The system will enable users to predict and analyze key life events along with the ability to suggest achievable financial goals and solutions for future financial planning.

Powered by A.I. and through the adoption of the Hidden Markov Model (HMM) and Generative Adversarial Network (GAN) Machine Learning models, both solutions will be able to generate thousands of timelines of future events and outlines based on demographic profiles and the four major aspects of life - marriage, family, career, and financial situation.