Wealth Optimizer
Advanced analytics and flow-of-funds intelligence for strategic cash management
Transform client cash from a passive balance into a strategic revenue driver
Unlocking profitability and behavioral insights to enable high-impact decisions
In today’s competitive landscape, client cash remains an under-utilized opportunity to drive revenue growth. With advanced analytics and proprietary flow-of-funds intelligence that captures money movement in and out of investments, Wealth Optimizer delivers a data-driven view of cash profitability and client behavior. Institutions can uncover hidden value, enhance pricing strategies and make more strategic decisions around cash management.
By transforming opaque cash activity into actionable insight, the platform empowers organizations to shift from reactive to proactive portfolio management—turning client cash from a passive balance into a dynamic, revenue-generating asset.
Behavioral Intelligence
Uncover how, when and why clients move cash with advanced analytics that inform pricing, product and portfolio decisions.
Flow-of-Funds Visibility
Track and analyze money movement to identify friction points and reveal hidden growth opportunities across client cash portfolios.
Optimization and Cross-Functional Activation
Empower product, finance and treasury leaders with tools and models to align strategy, optimize pricing and take coordinated action that delivers meaningful business results.
Case Study:
Wealth Optimization
Using Wealth Optimizer, the client evaluated a proposed rate reduction of 5 bps in one segment and 18 bps in another. The platform revealed that the strategy would introduce reputational risk and ultimately be unprofitable—driving an additional $360 million in annual runoff, far outweighing the potential interest expense savings.
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