Next Best Action in Financial Planning

Project Description

We are an Experfy client with ~$25 billion in assets under management. In our roles as financial advisors and planners, we collect customer preferences such as risk tolerance, retirement goals and legacy considerations, among others, to determine how to meet and track those goals.

Here is our process of determining those goals, prioritizing them and tracking them: http://bit.ly/2WaHzu2

If you want to take a deeper dive into our platform, you can watch this video: http://bit.ly/2CzFrV9

Our 18,000 financial advisors are asking subjective questions and often introducing their own bias into this process.

We have gigabytes of data in CSV format pulled out of different systems ready for you to analyze. What the metadata looks like is attached below as an Excel file.

In your proposal, please respond to the following:

1. In which parts of our customer journey does Next Best Action makes sense? Please spend some time thinking about this question after you have studied our current customer journey.
2. What does your discovery process look like?  What are the different milestones in such a project?
3. Why is your background the right one for this kind of project?
4. Are you open to 2-3 onsite meetings in California for scoping and providing the results? We would pay for the travel.
5. How hours this would take from start to finish, if you had to give a ballpark estimate?