Category Archives: Brokerage
Brokerage: Equity price forecasting
We trained the economic forecasters of a leading retail brokerage in the use of an advanced econometric time series forecast development platform, focusing on the development of equity price forecast models tied to macroeconomic and investment metrics as forecast drivers. … Continue reading
Posted in Analytics architecture, Brokerage, Forecasting
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Brokerage: financial advisor contact targeting
We developed a behavioral segmentation strategy and a pair of predictive scorecards for a money management firm that sought to better target their non-captive financial advisors for sales outreach leading to increased assets under management. The segmentation was comprised of … Continue reading
Posted in Acquisition, Brokerage, Cross-selling, Scorecarding
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Brokerage: high-volume model scoring
We developed a pair of predictive scorecards for the marketing analytics department of a retail brokerage that estimated likely adoption of a bond product offering, and the expected assets under management volume for a group of several million accounts. We … Continue reading
Brokerage: Call center demand forecasting
Developed a series of econometric time series models to forecast the expected monthly inbound call volume for the business benefits division of a leading investment brokerage, by client, contract type and relationship history length. Models took into account contract renewal … Continue reading
Posted in Brokerage, Forecasting, Operations
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Brokerage: Sales leads assignment optimization
We developed a mathematical optimization routine for a retail investment brokerage to maximize weekly sales NPV by assigning the ideal sales lead per account and financial advisor across 2+ million accounts and thousands of advisors, by day over a multiple-period … Continue reading
Posted in Acquisition, Brokerage, Cross-selling, Optimization
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