Digital & Technology

Bambu Launches Next-Gen Financial Planning Solution

Bambu has announced the launch of Bambu Predictive Planning, a unique WealthTech solution. Aimed at preparing individuals for any circumstances ahead, whether positive or negative, Predictive Planning simulates major life events to encourage mindful financial planning.

Bambu Predictive Planning uses advanced A.I. models trained on thousands of real-life histories of people like you. The responsive web application generates predictions for users, including employment outlook, marriage, family milestones, and retirement. It will also recommend financial actions such as saving, investing, or protection that users could take to manage and plan for their future wealth productively.

Through Bambu Predictive Planning, relationship managers and wealth advisors can now generate and visualize a rich set of client financial goals to trigger a more holistic conversation around planning for the future.

The technology behind Bambu Predictive Planning can be white-labeled for your business, integrated into existing advisor tools, or consumed directly as an API. 

Bambu Predictive Planning is also available on Microsoft Cloud for Financial Services and Dynamics 365 Sales through a unique integration of APIs, aimed at enhancing existing advisor or financial planner tools.