What We Do - AlphaStream

Introduction to AlphaStreams Hyper-Personalization

AlphaStreams Hyper-personalization is a form of personalization that goes beyond basic demographic information and uses advanced technology to create highly customized experiences for individual customers. It is a customer-centric approach that leverages data and technology to understand the unique needs, preferences, and behaviors of each customer, and then delivers personalized content, products, and services that align with those needs.

Hyper-Personalization for Investors and Brokers

For investors and brokers, AlphaStreams hyper-personalization can be used to deliver tailored investment recommendations, educational resources, and other information that is relevant to the specific needs and goals of each investor. It can also be used to create customized investment portfolios that are tailored to the risk tolerance and investment objectives of each investor.

Improving the Customer Experience

Hyper-personalization can also be used to improve the customer experience by providing more relevant and timely information, as well as personalized investment tools and resources. This can help brokers and investors to make better-informed investment decisions and improve their overall investment outcomes.

The Importance of Hyper-Personalization in the Financial Industry

Hyper-personalization is becoming increasingly important in the financial industry as investors and brokers look for ways to stand out in a crowded and competitive market. By leveraging advanced technology and data, companies can gain a competitive advantage by delivering a highly personalized customer experience that meets the unique needs of each individual customer.

How we work with you

Discovery Phase

The AlphaStream team is excited to begin the discovery phase of implementing financial hyper-personalization to your existing financial platform. This phase will involve a thorough review of the current platform, identifying areas for improvement, and gathering insights from your customers and agreeing on your key KPI for improvement.

We will conduct a data discovery process to identify the key data points needed to power hyper-personalization using the Financial Experience Cloud and develop a tagging guide to ensure consistent and accurate data collection going forward. With the expertise of our team, minimal resources will be required from your side, allowing you to focus on your core business while we work on delivering a highly personalized user experience through effective utilization of customer data.

Launch Phase

This phase will involve data ingestion by implementing the tagging guide developed in the discovery phase, to ensure consistent and accurate collection of the data needed to power hyper-personalization, and there fore the Financial Experience Cloud. Our experienced team will handle the majority of the work, requiring minimal resources from your side, allowing you to focus on your core business while we work on delivering a highly personalized user experience through effective utilization of customer data. This phase will allow the implementation of the hyper-personalization features that were identified in the discovery phase and will be the final step in upgrading your platform for an enhanced user experience and increased customer engagement.

Run Phase

This phase will involve monitoring key performance indicators (KPIs) and updating the implementation as necessary to ensure that you are getting the most out of the hyper-personalization features. Our experienced team will handle the majority of the work, requiring minimal resources from your side, allowing you to focus on your core business while we work on fine-tuning and optimizing the implementation. This phase will ensure that the platform continues to deliver a highly personalized user experience and increase customer engagement. We will monitor the performance of the implementation and make adjustments as needed to ensure that your platform is always providing the best possible user experience.