Cognitive Engage for financial services

  • Wealth coach with knowledge-based advisory
  • Personalized financial product recommendation
  • Increase New member Sign ups

Improve customer engagement for insuranced customers

Bots for Insurance

  • Insurance Shopper
  • Onboarding Assistant
  • Claims Advisor

Knowledge-based advisory

Knowledge based Advisory

  • Wealth Manager assistant: Deliver timely and relevant insights to wealth managers to better understand and advise their clients
  • Digital advise customized to the need of advisors

Increase New member Signups

Cognitive Commerce

  • Lead Generation
  • complex Financial Product recomendation

Rich context to drive member experience

Structured Data

  • Integration with Wealth and Insurance product information

Unstructured Data

  • Integration with financial knowledge base
  • Integration with Product disclosure statements

  • Integration with 3rd party wealth learning systems

Personality and Preference insights

  • Customize content based on member preference and personality

Intelligence & Experience Management


Analytics to learn and understand member experience


Continuous Integration and supervised training framework to enhance member experience


Allows Financial advisers and Business SMEs to work together to engage with member

“Nexright’s IBM Watson enabled Chatbot solution simplified our customer onboarding journey with immediate answers to hundreds of frequently asked questions”

                                                                                                             Yanese Chellapen, Director at Unkapt

Let’s discuss how Cognitive can reshape your Superfund

Planning for a Chatbot? Let’s discuss how we can assist