“…has started tracking how many calls its private bankers are making to clients…strategy is to sell clients more investment products and get paid a management fee on their assets”

Consulting firm McKinsey identified 800 Citi clients who had significant net worth but did not have any investments with it

Source: The Financial Times, February 15th, 2024
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…plans to roll out generative artificial intelligence tools to clients in January as part of a larger drive to use the technology to boost productivity

AI.. will help the money manager cut fixed costs and boost margins…allow us to really scale the time and energy of our people

Source: The Economist December 6th, 2023.

..AI “critical to our company’s future success,” … it can be used to help develop new products, drive customer engagement, improve productivity, and enhance risk management... “

Advertising more than 3,500 AI-related roles between February and April last year…Dimon is now calling himself a “big optimist” when it comes to the impact AI can have

Source: Fortune Magazine, February 27th, 2024.

Discover Margin Max

Smart Actionable Insights,
Smarter Actionable Sales

Controlling and Driving actions that maximise sales opportunity 

Advanced AI designed to rocket sales growth by giving users fast access to the best financial decisions driven by their own data. It’s a sin to have information that cannot be converted into revenue!

Precision in Every Decision

AI-built Leads Lists from insights hidden in data silos-
We have the tech to dig them out.

Sales Commander generates dynamic lists of ‘sales next actions’, from investment opportunities to client reviews, placing focus on higher value activities.

Gives custom advisor scripts detailing the ‘why’, ‘what’ and ‘how’ for each customer touch.

Beyond sales AI, some other things we can deliver on

Automated Reporting

Save time by generating personalised reports to be shared with clients and stakeholders.

Product Recommendation

Delivers personalised financial product recommendations, increasing bank cross-selling opportunities and providing users with suitable options based on their financial profiles.

Asset Custody

Automates account and transaction reconciliations across financial institutions, reducing operating costs, maximising productivity and reducing error risks

Scenario-based Forecasting

Enhance investment decisions, risk management, and portfolio performance with data-driven insights.

Transactions Classification

Automatically categorises financial transactions for improved management, enhancing user experience with clear spending insights, helping in budgeting and financial planning.

Subscriptions Identification

Automatically identifies recurring transactions related to a monthly subscription.

Rest assured, you are in good company

“We take recommendations very seriously as a large corporate..but I would wholeheartedly endorse Gemmo. The agility, the professionalism and the capacity to deliver on plan and in scope ..and the informative nature of the conversation is the biggest thing I'd say as an endorsement"
Cathal Foley
Chief Commercial Officer, Fexco

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