Personalizing the Wealth Management Experience with User Behavior Data Capture

At the core of our marketanalyst platform lies a robust data aggregation layer, meticulously designed to streamline and enhance the wealth management experience. Our powerful cloud-based system aggregates data and content from multiple providers, including internal sources and bespoke content tailored to your unique requirements. Data aggregation reduces the complexity of managing diverse data sources, leading to more efficient operations and quicker response times to market changes.

  • Tailor Recommendations

    Use search keywords and tool usage data to provide personalized investment ideas and content.

  • Enhance User Engagement

    Track preferences and behaviors to create a more engaging and relevant user experience.

  • Improve Service Delivery

    Use aggregated data to identify trends and improve overall service delivery and client satisfaction.

Comprehensive Data Tracking

Our platform tracks a wide range of user data, including Ticker ID, Portfolio ID, News ID, Document ID, User ID, search keywords, tools used, and IP address. This comprehensive tracking ensures that we capture every relevant user interaction.

API-Driven Front Ends

All our front ends are driven by APIs, making each user click trackable. This allows for real-time data collection and analysis, providing a detailed understanding of user behavior across various touchpoints.

Data Normalization for Insights

We normalize the data collected to ensure consistency and accuracy. This process involves storing data in a structured format, making it easy to analyze and utilize for better user behavior analysis.

  • User ID: Individual and aggregated data for comprehensive user profiling.
  • Date and Time: Tracking user interactions over time for temporal analysis.
  • Type of Data (User Indicator): Categorizing data into alerts, preferences, behaviors, and watchlists.
  • Keywords, Master IDs, Type of News, Tools Used: Detailed tracking of user activities to understand their interests and engagement patterns.

Want to learn more about Agrud?

We are helping our clients save approximately 25% in wealth management costs and boost relationship manager productivity by 50%.

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