FundGUARD™ is a cloud-based predictive analytics solution for mutual fund distributors looking to increase assets under management while reducing redemption risk.
FundGUARD is delivered via KnowledgeHUB™ – an integrated analytical platform that unifies disparate data sources and produces predictive outcomes using mutual fund distribution industry modules and expertise. Finely tuned client engagement services ensure effective change management and program adoption throughout your organization.
FundGUARD provides predictive analytics capabilities that align sales and marketing strategies according to sophisticated segmentation, purchasing and redemption behavior. A range of sales and marketing analytical modules are available:
Clients experience rapid time to value with reduced IT investment, and enjoy the benefits of industry leading analytics – without the need for highly specialized human capital. Delivered through a business-friendly Web portal, FundGUARD produces insightful dashboards and actionable reports.
Market-leading mutual fund firms are realizing significant benefits by more effectively managing and improving their channel performance.