Enabled in your existing platform
Advice for every customerAnalyzera Advisory is built for financial institutions that seek more client engagement. Taking clients from idea to execution, or assisting in managing what they already hold. Reaching those who currently get stuck or stay out of markets and assisting those who already know what they want but are unsure of how.
Activate clients, without the additional organisational complexity and headcount.
Most people never start investing, or simply get stuck.
Personalisation builds confidence & trustWhat stops people investing more is not unwillingness. It is uncertainty and perceived complexity. It is solved by putting the client at the centre and listening before answering. That builds confidence.
A client may hold one view initially, but then life happens and they need to adjust. Advice at their fingertips lets them adapt, in turn building trust and a long term client engagement.
From a real session, condensed. Illustrative.
I'm not really after growth. I'd like the money to pay me something regularly, the way my pension does. And I have a kitchen renovation coming up, so I can't tie it all up.
Your profile records this as a long-term growth goal. What you are describing is different: regular income, and money you cannot fully lock away. I can build around what you have just told me instead, but I would like a couple of specifics first.
When do you expect to need money for the kitchen renovation?
Reach any client regardless of investment size. The number of reachable clients is no longer constrained by the number of advisors you can employ.
Confidence is what the money is waiting on. A customer who understands what they are being offered, and why it suits them, is the one who finally moves what has sat in an account for years.
Turn your data & investment catalogue into client action
How it worksFrom customer profiles to suitable portfolios, in a fully deterministic and MiFID II compliant process. From cross-asset and fund-based portfolios to fully bespoke equity strategies.1
1 Built against the other EU and national rules that apply to investment advice and to the systems delivering it, including the MiFID II Delegated Regulation (EU) 2017/565, ESMA's suitability guidelines (ESMA35-43-3172), the sustainability-preferences amendment (EU) 2021/1253, PRIIPs (EU) No 1286/2014, SFDR (EU) 2019/2088, the EU AI Act (EU) 2024/1689, GDPR and DORA (EU) 2022/2554, together with the national rules of each market the bank operates in.
Illustrative.
See it for yourself.
Next stepsThe future of personalised investing starts here. Contact us to learn more and book a demo.
Analyzera is a technology provider. We are not a financial advisory firm and we do not provide financial advice.
Our software is licensed to regulated financial institutions. Any advice a customer receives is given by that institution, under its own regulatory permissions and its own responsibility. Nothing on this page, in any demonstration, or in any figure shown is an investment recommendation, an offer, or a solicitation to buy or sell any financial instrument. Portfolios, holdings, returns and customers shown in demonstrations are illustrative. They are not client data and are not a forecast of any result. Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise, and capital is at risk.