Privé Technologies launches a first of its kind offer in Asia -Next Best Offer engine for structured notes

The engine drives new Structured Product sales and improves investor outcomes by personalized investment recommendations via CIO insights, improving both investor risk/return as well as diversification.

‍

Structured Products are hitting record highs in Asia with more than $250B sales , but investor portfolios are flying blind.

Given that structured notes are often sold in isolation, investors can unknowingly doubledown on concentration and risks.

Privé Technologies's Next Best Offer engine helps investor outcomes.

Bringing true look-through on structured notes offer a first in market in Asia - analyzing exposures for concentrated risks and clarifying how multi-positions interact.

‍

Then we go further - Smart outcome driven recommendations.

►Translating CIO views (asset class, region, tenor, risk budget) into client-specific opportunities.

►It scans each portfolio to detect concentration, correlation, and payoff overlaps.

►Then recommends products with a clear rationale and quantified to support diversification, and provide improved investor outcomes.

‍

Personalized investment recommendations using CIO insights to improve risk/return and diversification.

Drive sales productivity by improving client outcomes with next best product suggestions.

‍