The Client:
Our client, a respected health insurance provider, offers various insurance solutions. They sought to elevate their portfolio management services by adopting advanced, data-driven, and objective-based solutions.
The Problem:
The clients faced critical challenges in their portfolio management services: the need for objective-based optimization, customer feedback analytics, streamlined fund comparison reports, and equipping advisors with health scores and recommendations for better decision-making. These challenges prompted a significant overhaul of their portfolio management solutions.
The Solution:
Compunnel partnered with the Healthcare Insurance Company to revolutionize their portfolio management services. We introduced cutting-edge solutions, including a Portfolio Solution Service driven by cognitive technologies, an integrated portfolio optimization tool for data-informed decisions, an efficient feedback analytics tool, and a PDF generator for enhanced fund comparison reports.
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