See how one wealth management firm took a Test & Learn® approach to reduce the risk in a major strategic change to how financial advisors built their books.

The Company

A top U.S. wealth management firm

The Challenge

The firm had traditionally assigned customers to advisors based on preset criteria, but variable performance led some to believe that giving advisors more independence in the book-building process could boost KPIs.

The Results

Using APT software, the firm identified which employees would respond positively to more independence in building their books. Targeting rollout of the program improved annual profits by $3MM.

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