Case Study: Financial Services

Operationalizing Analytics in Financial Services with Chorus

This case study profiles a global financial services firm’s wealth management practice.

Using Chorus, this firm was able to power a centralized “3D Insights Engine” and push targeted client recommendations through its CRM system to over 16,000 global financial advisors.

Read on to find out more on how this firm improved their wealth management services with operational data science.

 

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