Open AccessSURVEY ON ADVISOR INTELLIGENCE THROUGH PURCHASE PATTERNS AND SALES ANALYTICS
Author(s) -
Gayatri K. Pradhan,
Sarath Gollapalli,
M Janakimeena,
Syedibrahim.sp Sp
Publication year - 2017
Publication title -
asian journal of pharmaceutical and clinical research
Language(s) - English
Resource type - Journals
eISSN - 2455-3891
pISSN - 0974-2441
DOI - 10.22159/ajpcr.2017.v10s1.19743
Subject(s) - portfolio , business , investment (military) , product (mathematics) , mutual fund , marketing , finance , analytics , bond , computer science , database , geometry , mathematics , politics , political science , law
In mutual fund, an individual or a firm that is in the business of giving advice about securities to clients is an investment advisor. Investment advisers are individuals or firms that receive compensation for giving advice on investing in stocks, bonds, mutual funds, or exchange-traded funds. Investment advisors manage portfolios of securities. Advisors can use new cognitive and analytics capabilities to better understand their clients and needs and have a stronger ability to deepen relationships with a better portfolio. In this paper, we analyze data points foreach advisor, and distinguish the best prospects, obtain insight into their experience and credentials, and learn about their portfolio, in other words, to recognize the pattern of portfolio of the advisors. Such analysis helps the sales people to sell the fund company products to the suitable advisors based on the nature of the product they want to sell. This is done by investigating what kind of products advisors have been buying, and what kind of products they might be looking for. This helps to increase the sales of the products as sales people will be reaching the appropriate advisors.