Bambu Launches Predictive Scheduler for Microsoft Cloud for Financial Services

Bambu, a global wealth management technology provider, announced the launch of its Predictive Wealth Management Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales.

This service will enable Relationship Managers (RMs), Financial Advisors, Agents and Financial Industry Companies to identify and prioritize their clients’ needs through predictive analytics to make informed financial decisions for the future, the company said.

“The system will allow users to predict and analyze key life events as well as the ability to suggest achievable financial goals and solutions for future financial planning. Powered by artificial intelligence and through the adoption of Hidden Markov Model (HMM) and Generative Adversarial Network (GAN) machine learning models, both solutions will be able to generate thousands of future event timelines and contours based on demographic profiles and the four main aspects of life – marriage, family, career and financial situation,” the statement said.

Aki Ranin, co-founder and COO of Bambu, said, “It is vital for us to move the game from reactionary and ambitious planning to proactive, realistic and predictive planning. We hope to revolutionize and be at the forefront of the playing field to make it much easier to make financial planning a priority.”

“Bambu wants to be the leader in the B2B wealth technology space. This relationship means a lot to us, not only from a brand perspective, but also from a product scale perspective. co-selling with Microsoft will help us move towards our goal of being a leader in B2B wealth management technology,” added Ajay Kamath, Chief Commercial Officer at Bambu.

“We welcome Bambu to Microsoft’s business application ecosystem and its Microsoft Cloud-integrated wealth management offering for financial services and Microsoft Dynamics 365 Sales,” said Toby Bowers, general manager, Industry, Applications and data marketing at Microsoft. relationship managers, financial advisors, and agents to access their data in one place, we’re dramatically reducing the barriers that lead to friction and reduced ROI.”

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