TAZI's Wallet Share Agent identifies hidden cross-sell and upsell opportunities within your existing client base, helping advisors deepen relationships and grow revenue per client.
Average improvement in client retention rates
Increase in successful cross-sell conversions
Average additional revenue generated per advisor
AI-driven scoring identifies which clients have the highest potential for additional products and services based on behavioral patterns and life events.
Recommends the optimal product, timing, and channel for each client interaction to maximize conversion probability.
Measures and tracks the depth of client relationships across all product lines, identifying gaps and whitespace opportunities.
Real-time alerts notify advisors when client behavior signals indicate readiness for additional products or services.
Securely integrate your CRM, transaction, and client data sources with TAZI's platform.
Our agent analyzes client portfolios, behaviors, and life events to identify wallet share opportunities.
Advisors receive prioritized, actionable recommendations with talking points for each opportunity.
Monitor conversion rates and continuously optimize recommendations based on outcomes.
A mid-size wealth management firm with 200+ advisors used TAZI's Wallet Share Agent to identify over $450M in untapped assets within their existing client base, resulting in a 25.5% improvement in client retention.
Schedule a personalized demo and see how TAZI can transform your growth strategy.
See Wallet Share Agent in ActionNo commitment. No credit card. Just insight.