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

Majority of investors believe ChatGPT could provide 'reliable' financial advice

Majority of investors believe ChatGPT could provide 'reliable' financial advice

ChatGPT usage among younger investors rises to 70%

Isabel Baxter
clock 16 June 2025 • 2 min read
Willingness to pay for financial advice falls as other options open up

Willingness to pay for financial advice falls as other options open up

Perceived need for financial advice has fallen, Boring Money report finds

Isabel Baxter
clock 13 June 2025 • 2 min read
Women in Financial Advice Awards 2025: Complete your entries!

Women in Financial Advice Awards 2025: Complete your entries!

Entry period closes on 20 June

Professional Adviser
clock 12 June 2025 • 1 min read