Powering the investment space with predictive analytics

TL;DR

Predictive Analytics is being utilized in wealth management and capital markets, with applications in portfolio construction, compliance, credit score prediction, and stock market prediction. Microsoft is partnering with Bamboo to incorporate Predictive Analytics into their wealth management capabilities.

Transcript

foreign [Applause] o and today I have the pleasure to have as a guest Ruchi Nanda Ruchi inanda is an industry advisor in capital markets Microsoft in the US welcome Ruchi thank you for having me I understand that you you really specialize in wealth management Securities Market infrastructure and of course risk and compliance related to to the Secur... Read More

Key Insights

• 💯 Predictive Analytics is used in various areas of wealth management and capital markets, including portfolio construction, compliance, and credit score prediction.
• ❓ Financial professionals are seeking more efficient analytics solutions than Excel.
• 💗 Microsoft is partnering with Bamboo to enhance its wealth management offerings and grow its partner ecosystem.

Questions & Answers

Q: How can Predictive Analytics be used in the investment process?

Predictive Analytics can be used throughout the investment process, from onboarding clients to downstream analytics. It helps in selecting investments, managing risk, and determining future economic trends.

Q: What are some examples of players using Predictive Analytics in wealth management and capital markets?

Hedge funds, wealth managers, custodians, and institutional investors are utilizing Predictive Analytics. For example, Boy I Financial uses Azure machine learning to analyze earnings call transcripts and sentiment to inform their stock selection model.

Q: How does Microsoft's partnership with Bamboo enhance its wealth management offerings?

Microsoft and Bamboo have partnered to incorporate Predictive Planning services into Dynamics 365 sales and the Microsoft cloud for financial services. This service combines data from national longitudinal surveys and client historical data to predict life stages and offer personalized financial advice.

Q: How has Microsoft's journey in the financial services industry been so far?

Microsoft recognized the need to understand the specific challenges and needs of the financial services industry. They have hired industry experts, upskilled employees, and created a financial services vertical. The journey is ongoing, with a focus on growing the partner ecosystem.

Summary & Key Takeaways

• Predictive Analytics is different from machine learning and is used to determine future outcomes and performance in the wealth management and capital markets industry.

• Use cases for Predictive Analytics include time series analysis, linear regressions, and neural networks.

• Financial professionals are looking to move away from using Excel as an analytics engine and are exploring more efficient Predictive Analytics solutions.