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hyper-personalization
for
wealth management

Empowering firms of all sizes with state-of-the art ML-powered tools
to drive personalization in every aspect of the customer's lifecycle.
MISSION

WHERE VELMA SHINES

Prospecting

Leverage VELMA to come up with personalized investment proposals to increase customer acquisition success rates while decreasing time spent per prospect.
Compare prospects to your existing customer base, investigate the approach and strategy that worked for them, and replicate the success.

Advising

Auto-generate unique asset recommendations with a story, tailored to your customer's needs and investment strategy.
Increase personalization, client retention, AUM and revenues, while decreasing time spent per client by up to 22%.

Upselling

Create fine-grained client segments to fuel targeted marketing and sales campaigns; understand what defines your customers and use those insights to up- and cross-sell.

Simulate

Use VELMA's unique portfolio allocation component to get the most optimal asset allocation and use data to analyze historical & future risk/return


HOW VELMA WORKS
VELMA thrives on data. The more, the better. Combine internal data on your clients (demographics, behaviour, portfolio, ...) with product data coming from third party providers.
1 ALL. KINDS. OF. DATA
The core of VELMA consists of a knowledge graph, linking together your client- and product data in a dynamic way.
2 — KNOWLEDGE GRAPHS
Use client- and product profiles to power your own use-cases or VELMA's out of the box modules.
4 — HOLISTIC PROFILES
State-of-the-art machine learning algorithms transform the knowledge graph into compact client- and product profiles that software can work with.
3 MACHINE LEARNING


No-Code UI
Upload your data through our easy-to-use UI, without the need for integration & unlock the business value of VELMA's modules to enable personalisation on every front.


API
Integrate VELMA in your current IT-infrastructure, auto-update client- and product profiles on a periodical basis, and ensure the best results.
HOW TO GET STARTED

Leverage VELMA to drastically increase the productivity of advisors and asset managers across your entire firm. In short, VELMA increases precision in the advisory process leading to greater profits and highly satisfied clients.

Get started in no time using the no-code UI or integrate VELMA with your proprietary tech stack using our well-documented API's.
ADVISORY & ASSET MNGMT FIRMS
VELMA FOR YOUR FIRM
Who loves VELMA?
Are you a core banking software, or fully-fledged wealth management platform provider? Are you looking to add a layer of intelligence and personalization to your platform?


Integrate VELMA as a white labeled solution into your product and create immense value for your clients in no time.
WEALTH MANAGEMENT PLATFORMS


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©2013–2021 IntellectEU, NV. All Rights Reserved