Praemium claims it can predict when clients may terminate adviser relationship

Onto its platforms

Sophie King
clock • 1 min read

Investment platform Praemium has launched an artificial intelligence (AI) feature to its UK platforms that it claimed can help advisers to predict if their client is thinking about leaving them.

The feature, called Insights, examines clients' recent activity to predict whether they are on the verge of terminating their relationship with their adviser. Praemium said the adviser will be then able to engage with their client at a time when they may most need updated advice.  The application uses data science and technology to analyse client behaviour patterns that may indicate a need for additional guidance. It was launched to Praemium's Australian platforms last year and is now available to UK and other international platforms.  Praemium CEO Michal Ohanessian said: "The respons...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

What do younger clients really want from their adviser?

What do younger clients really want from their adviser?

'They're going to need all the help they can get'

Justin Cash
clock 21 October 2026 • 5 min read
CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read