Wallet Share Agent
Offer Right Product(s) at the Right Time
Match products and clients’ needs with precision. Deepen relationships and grow AUM, and revenue. No guesswork.
What are the Signals that You’re Leaving AUM on the Table
Static campaigns miss timing and relevance. Without product-fit signals, you can’t personalize, limiting your wallet-share growth.
What You Get
- Propensity-to-buy lists per product/service
- Ranked opportunities by expected value and fit
- Advisor talk tracks & offer guidance with explanations
- Audience exports for cross-channel activation and lift measurement
TAZI surfaces the who/when/why/what and triggers a scaled outreach via CRM, marketing automation, and ad tools. Advisors launch their 1:1 outreach with recommended priorities, call scripts, talk tracks and offers.
How it Works
Predict: Client-level readiness for specific products and services.
Prioritize: Focus on high-value opportunities by expected lift/AUM.
Recommend: Timing, context, and rationale your teams can trust.
Activate: Sync segments to marketing/ advisor systems; measure what works.
Why TAZI
Explainable: Transparent reasons behind every risk score.
Fast: From connected data to live save lists quickly—then continuous updates.
Flexible: Works with your CRM, Marketing Automation, and analytics stack.
Transparent: Governance and auditability aligned to financial-services standards.
FAQ
How does TAZI help you grow wallet share?
You get propensity-to-buy lists, ranked opportunities by expected lift/AUM impact, and explainable next best actions your teams can act on.
What data do you need to start?
Core CRM/portfolio data plus basic engagement or transaction signals. No one has perfect data. You can start lean and expand as more data connects.
How is this different from my CRM’s “next best offer”?
TAZI combines predictive AI models and AI Agents with clear reasons (the “why”), ranks impact, and updates weekly. Advisors and marketing teams trust TAZI more because they understand why a prediction and recommendation was made.
How do you activate offers?
TAZI can trigger, or you can export, prioritized audiences/tasks to your CRM, Marketing Automation, and ad platforms (CSV/API). Advisors use the TAZI Conversational Agent to create their own 1:1 plans.
How fast will we see results, and how are they measured?
Early lift often appears after the first activation cycle (quarter); track product adoption, funded balances, conversion rate, AUM per client, and campaign ROI.
Is it compliant and explainable for financial services?
Yes, recommendations are transparent, auditable, and built for governance, with human oversight so teams can see and validate the drivers.
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