Jetpack for Wealth Screener

JetPack helps users navigate complex or challenging data so that they can get to actionable insights faster and more accurately. After user invokes Jetpack, it says “Hi” and asks the user what they are looking to do. Once Jetpack has enough information, it plays back what it heard, aligning inputs required by the screener to deliver the results. This reduces complexity of specific data and queries into a conversation. Jetpack takes control of the screener and applies the optimal set of parameters that match the user's needs. With Jetpack, you’ll have faster conversations with your data in real time.

What else is possible using Jetpack in your Wealth Management product?

Automatically create case-specific workflows tailored to the user and data.

Empower novice users to interact with complex models, analytics and produce an array of visualizations like a veteran.

Increase volume and accuracy of analytics and real-time insights.

Increase team interaction, transparency and faster throughput.

Create a high-value, sticky capability to sell more, faster.

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