For wealth management and private banking
Which clients hold one product and could hold four. Which adviser has not spoken to a top-tier client in a quarter. Which book is growing on new money and which on markets. From the data you already report, with client IDs only.
Wealth revenue follows product depth and contact. Covirage measures both per client and per adviser, and reconciles the book to the number the CFO reports.
Products held against what similar clients hold. The gap is the opportunity.
Days since last logged contact, by tier. Silence on a top-tier client is flagged.
AUM and revenue by adviser equal the reported total, asserted every refresh.
Three steps, in this order.
Clients, products, AUM and revenue by adviser, with client IDs.
Your segmentation, your contact frequency rules.
Each adviser gets their signals. The head of advice gets the roll-up.
Short answers. The Help center has the long ones.
Covirage holds client IDs and figures, never names, and every answer carries an audit trail. A security page and DPA are provided.
Any export with client, product, adviser and revenue columns. Salesforce Financial Services Cloud exports work as they are, on a schedule or by upload.
No. Scope is applied in the data layer before any row is read.
Analytics software for wealth managers, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
Group wealth-management relationships by service needs, assets, fees and recorded effort. Build a reconciled segment view from account, billing and activity exports, then use it to plan adviser capacity.
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Aug 13, 20263 min read