Bambu offers Wealth Management Predictive Planning Solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales


Global wealth expertise supplier launches predictive planner for Microsoft Cloud for Financial Services

MUMBAI, India, Sept. 21, 2022 /PRNewswire/ — Bambu, a worldwide wealth expertise supplier, immediately introduced the launch of their Wealth Management Predictive Planning resolution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will allow Relationship Managers (RMs), Financial Advisors, Agents and companies within the monetary sector to determine and prioritize their shoppers’ wants by predictive analytics, empowering them to make knowledgeable monetary choices for the longer term.

To construct and solidify trusted relationships between customers and their shoppers whereas rising gross sales productiveness, Wealth Management for Microsoft Cloud for Financial Services – a one-of-a-kind Wealth Management predictive planning resolution – together with its counterpart, Wealth Management for Dynamics 365 Sales, have been designed with an progressive proactive strategy in thoughts. The system will allow customers to foretell and analyze key life occasions together with the power to counsel achievable monetary targets and options for future monetary planning.

Powered by A.I. and by the adoption of the Hidden Markov Model (HMM) and Generative Adversarial Network (GAN) Machine Learning fashions, each options will be capable of generate hundreds of timelines of future occasions and outlines based mostly on demographic profiles and the 4 main points of life – marriage, household, profession, and monetary state of affairs.

On the launch of Bambu’s Microsoft AppSource offers, Aki Ranin, Co-founder and COO of Bambu, stated, “It is vital for us to move the game from reactionary, aspirational planning to proactive, realistic, and predictive planning. We hope to revolutionize and be at the forefront of the playing field to make it much easier for financial planning to be a priority.”

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“Bambu wants to be the leader in the B2B wealth tech space. This relationship means a lot to us, not only from a brand perspective but also from a product scale standpoint. The opportunity to co-sell with Microsoft will help us progress toward our goal to be a leader in the B2B wealth technology space,” added Ajay Kamath, Commercial Director, at Bambu.

“We welcome Bambu to Microsoft’s Business Application ecosystem and its Wealth Management offering integrated with Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales,” says Toby Bowers, General Manager, Industry, Applications & Data Marketing at Microsoft. “By making it easier for relationship managers, financial advisors and agents to access their data in one place, we are significantly reducing roadblocks that lead to friction and reduced ROI.”

Bambu’s Wealth Management for Microsoft Cloud for Financial Services and Wealth Management for Dynamics 365 Sales is now obtainable on Microsoft AppSource. For extra info, go to Bambu’s Microsoft Predictive Planning web page.

About Bambu

Bambu is a number one international digital wealth expertise supplier for monetary establishments. We allow firms to make saving and investing easy and clever for their shoppers. The cloud-based platform is powered by our proprietary algorithms and machine studying instruments. Founded in 2016, Bambu is headquartered in Singapore with a subsidiary within the United Kingdom and the United States and EMEA representatives. For extra info, go to and observe us on LinkedIn and Twitter.


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