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Bison Bank Launches Bison Insight, an AI-Powered Digital Solution to Help Clients Analyse Their Investments

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Bison Bank Launches Bison Insight, an AI-Powered Digital Solution to Help Clients Analyse Their Investments

Bison Bank is launching Bison Insight, a new AI-powered digital solution designed to help clients monitor and interpret their investments in a simpler, more personalised way. Available through Bison Mobile, the Bison Bank’s digital app, the tool brings together information on portfolios, markets and trends, while also strengthening access to the Bank’s Financial Advisers, who support clients in the management of their wealth and in decisions related to their assets.

With this new feature, clients’ experience shall be significantly improved, as they will have a clearer and more dynamic view of their investment portfolio, enabling them to stratify it in different dimensions and to monitor its performance and market behaviour in a more integrated way. Supported by AI and developed in partnership with Nextvestment – a Singapore-based platform created for worldwide regulated wealth managers – the solution and its chatbot help answer questions about investments, interpret real-time data and identify opportunities, risks and trends in a way that is tailored to each client’s profile.

In addition to this more immediate reading of portfolios and markets, the new experience makes it possible to explore scenarios, compare asset classes or markets, and obtain suggested analyses aligned with the investment profile, time horizon and risk tolerance. This information also supports the preparation of more relevant conversations with Financial Advisers: through Bison Insight, clients can schedule a meeting directly in their Financial Adviser’s calendar, having the Adviser received, in advance, the context of the client’s searches and questions, enabling them to enhance the meeting preparation process, with more relevant information.


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