Case Study

Forecasting engine maximises bank’s retail fund flows

Need

The asset management arm of a regional bank has ambitious growth goals and sought to increase AUM (assets under management) of funds that they manage, by improving the accuracy of predicting demand for different types of funds over time.  Their sales teams would then be better at targeting marketing efforts to the right audiences at the right time.

Solution

Aicadium’s forecasting engine supported the team in analysing economic/market indicators and other quantitative data to come up with key deciding factors that predict the retail demand for funds accurately for the next 3 months.  The accompanying dashboard informs the team which funds they should thus be promoting next to maximise retail fund flows.

Impact

Better targeted marketing efforts increase overall AUM and retail fund flows.

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