Bambu offers Wealth Management Predictive Planning Solution for Microsoft Cloud

By Leandra Monteiro

Bambu, a global wealth technology provider, announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales.

The service will enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify and prioritize their clients’ needs through predictive analytics, empowering them to make informed financial decisions for the future.

To build and solidify trusted relationships between users and their clients while increasing sales productivity, Wealth Management for Microsoft Cloud for Financial Services – Wealth Management predictive planning solution – along with its counterpart, Wealth Management for Dynamics 365 Sales, were designed with an innovative proactive approach in mind. The system will enable users to predict and analyze key life events along with the ability to suggest achievable financial goals and solutions for future financial planning.

On the launch of Bambu’s Microsoft AppSource offers, Aki Ranin, Co-founder and COO of Bambu, said, “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.”

“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,” said 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.”