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

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

'The industry faces a radical shift in generational expectations'

Jim London
clock 14 July 2025 • 3 min read
'Unworkable' IHT/pension reform risks undermining Consumer Duty

'Unworkable' IHT/pension reform risks undermining Consumer Duty

‘They’ve smashed complex pensions and complex IHT together’

Sahar Nazir
clock 14 July 2025 • 4 min read
Sector divided on Reeves' pullback on Cash ISA reform

Sector divided on Reeves' pullback on Cash ISA reform

‘A big win for defenders of a broken system’

Sorin Dojan
clock 11 July 2025 • 2 min read