Turn Data into AUM Growth
Keep more clients, increase wallet share, and get ideal clients with prioritized and actionable insights and plans.
Where Growth Slips Away
Relying on static segmentation and broad outreach wastes advisor effort and suppresses AUM growth. Without real-time, predictive insight, advisors can’t accurately identify which clients are at risk, which financial products are the perfect fit right now, or where the next high-potential client niche is. This lack of precision causes you to miss critical timing, leaving AUM on the table.
What You Get
Ranked save/grow clients with expected impact at the firm, team and client level.
Explainable drivers and suggested talk-tracks, call scripts, action plans, and campaigns.
Next-best-action cues for timing, channel, and product recommendations.
Simple activation in your CRM, marketing tools, and ad platforms.
Continuous learning loops so precision improves as outcomes are captured.
You keep working in your CRM and marketing tools. TAZI surfaces who / when / why / what, so your teams can act.
Where Firms See Value
Traditional lead generation efforts are expensive and often result in unqualified leads.
Reduced Attrition
See at-risk clients months ahead, understand the cause, and what to do. Protect high-value relationships and stabilize AUM.
Increased Wallet Share
Identify the next product or service each client needs, prioritized by expected lift in AUM. Help advisors time and tailor conversations, and help marketing personalize at scale.
Acquired Ideal Clients
Build outcome-driven ICPs and microsegments and identify new niche client types. Reach more high-fit look-alikes with better conversion and lower spend.
How it Works
Connect essentials:
CRM, products/holdings, transactions and engagement data
Predict risk and opportunity per client, with timing and reasons to tailor the action plan
Prioritize by AUM impact, then add to sales/marketing tools
Measure and learn to raise precision and ROI
Why Wealth Teams Choose TAZI
- Actionable: Clear reasons and recommended action plans behind every prediction
- Fast: From connected data to first value in 2 weeks, then continuous auto updates
- Flexible: Works with your CRM, marketing automation, analytics, and controls
- Compliant: Governance and auditability aligned to most rigorous compliance expectations
Supercharge Advisor Productivity with AI-Powered Insights
Save advisors from spending countless hours manually searching through databases and market data to piece together information and prepare for meetings.
- Supercharge your advisors with an instant access to relevant information – internal sources (CRM, financial plans, product details), external market data, and research reports – synthesized, summarized, and personalized in pre-meeting briefs.
- Drastically reduce preparation time and arm advisors with the most accurate and personalized insights for every client interaction.
FAQ
What data do we need to start?
Transaction, holdings, and client interaction data. No one has perfect data. You can start lean and expand over time. No one has perfect data, but everyone has enough data to get to the initial value.
How do advisors trust the guidance?
Each recommendation includes clear drivers and the “why”, along with tailored recommended actions. There are no “black boxes” and guesswork.
Does this replace our CRM or marketing tools?
No. TAZI provides prioritized insights and recommendations that are added to your CRM. Advisors and marketing teams continue to work in CRM and marketing tools, but now with additional intelligence.
Can we focus on high-value clients first?
Yes. Recommendations are ranked by expected impact and recoverability, so you can focus where it matters most.
How quickly do we see results?
Teams often see early lift after the first activation cycle, typically the first quarter. Track saved AUM, targeted product adoption, response, and conversion.
Is it explainable and compliant for wealth management?
Yes. Predictions and drivers are transparent and auditable, with controls aligned to financial services’ industry standards.
Related Content
Stop guessing and start predicting.
It's time to build a more resilient,
profitable, and client-centric future.
Discover how TAZI AI can transform your firm's client retention, share of wallet, and lead generation.