Agrud offers a cloud-based WealthTech platform that aggregates structured and unstructured financial data, enhancing digital engagement for wealth management professionals. The platform addresses the inefficiencies in client interactions by providing tools for personalized insights, reducing customer acquisition costs, and improving relationship manager productivity.
Funding
$56.5K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth management professionals face challenges in delivering personalized and engaging client experiences due to fragmented financial data and a lack of integrated tools. Relationship managers often struggle to provide informed advice, while clients demand more digitized and data-driven interactions. This results in dissatisfied customers and minimal digital ROI for banks.
Solution
Agrud offers a B2B cloud platform that aggregates structured and unstructured financial data from multiple vendors, layering it with intelligence to enhance client engagement. The platform provides relationship managers, investment advisors, and other frontline staff with tools to have better client conversations, while also offering B2B2C solutions for an enhanced client experience. Agrud's platform helps reduce customer acquisition costs and boost relationship manager productivity by providing a cost-effective, customizable, multi-asset class solution. The platform standardizes data storage across vendors and content types, offering out-of-the-box aggregation, analytics, tools, Gen-AI, and user data analytics for quick time to market.
Target Audience
Agrud primarily targets banks, wealth management firms, and financial institutions in Southeast Asia seeking to enhance client engagement and improve relationship manager productivity.
Features
- Aggregates structured and unstructured financial data from diverse sources, including Refinitiv and MT Newswire, with over 1 million articles.
- Offers a suite of tools, including a screener for tailored analytics across mutual funds, bonds, and equities, and a universal global search for in-depth insights.
- Provides a content management tool for integrating content creation, document storage, and distribution.
- Delivers advanced user analytics to personalize financial environments based on individual preferences and behaviors.
- Incorporates Gen-AI for content generation, offering NLP-generated keywords mapped to tickers.
- Features customizable APIs and components for banks and financial bodies to offer personalized experiences.
- Includes products like MarketApp for relationship managers, ClientEngage for enhanced client experience, and LeadGen for customer acquisition.