Wealth Management

Wealth Management

Our wealth management resolutions benefit organizations by leveraging client understandings to improve service, retention and cost-effectiveness. Our solutions can successfully predict, brand and report the altering desires of the recent and future generation and potential clients by using modern technology of customer segmentation and cognitive computing.

Learn More about our Advanced Banking Analytics solution, Finlytica: https://pksi.com/products/aba/.

Learn More about our Analytics solution on Insurance: https://pksi.com/solutions/insurance/.

Why choose us

Travel and Aviation
Consulting

Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.

Financial Services
Consulting

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Business Services
Consulting

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Energy and Environment
Consulting

Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.

Consumer Products
Consulting

We are a company that offers design and build services for you from initial sketches to the final construction.

Surface Transport
& Logistics Consulting

The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.

Our solutions help you to:

Grow Clients: Attract new customers, define and target idear customers, identify existing clients with propensity to refer new clients

Advisor Efficiency: Identify traints of high-performing Advisors to improve recruiting and training, provide advisors with relevant information and offers,

Client Satisfaction: Match clients to the right advisors, provide relevantand timely information to clients, predict client life events and tailor offers

Resources

AWA One Pager

Read our Advanced Workforce Analytics One Pager.Use this simple calculator to estimate the savings and ROI from reducing employee attrition.

AWA White Paper

Read our white paper on application of AI to People Analytics.Read our white paper on application of AI to People Analytics.

Covid eBook

Read our Ebook on how AI and Analytics can help you prepare and navigate your workforce through the current crisis.

The Employee Experience (Ex) Advantage

Do you know how much Employee Experience (Ex) can impact your company’s performance?Use this simple calculator to estimate the savings and ROI from reducing employee attrition.

Calculator : Employee Engagement

80% of executives view employee experience as key to business success today. Use this simple calculator to estimate the savings and ROI from improving Employee Experience and Engagement.

Calculator : Employee Attrition

Use this simple calculator to estimate the savings and ROI from reducing employee attrition.Use this simple calculator to estimate the savings and ROI from reducing employee attrition.and ROI from reducing employee attrition.

Announcement

SAS recognizes PKSI with the Excellence in Innovation Award for 2020, for the PKSI Advanced Workforce Analytics (AWA) product.

Commercial and Consumer Banking Institutions are harnessing the power of Advanced Analytics today to address business challenges including Customer Retention, pinpointing customers for targeted marketing, predicting loan defaults, gauging customer sentiment including social media, and optimizing ATM operations.

The insurance industry is being transformed by the use of digital channels, advanced analytics and IOT.  We are helping our customers on this journey by providing cost-effective solutions, Our solutions range from capturing customer journeys on digital channels for more effective customer-outreach, to predicting and preventing fraud or preventing expensive claims.

Our wealth management resolutions benefit organizations by leveraging client understandings to improve service, retention and cost-effectiveness. Our solutions can successfully predict, brand and report the altering desires of the recent and future generation and potential clients by using modern technology of customer segmentation and cognitive computing.

Awards

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