Cred Financial Solutions

Cred is a Machine Learning personalization platform providing investment advisory businesses with the ability to target and convert the most valuable investors, increasing client and asset acquisition. We aggregate 20+ client data points to effectively construct investment portfolios which account for each client's preferences such as interests, values, products, ideas, and more—within a direct-indexed investment product, optimized for performance. The result—higher conversion, more client engagement, and optimal performance. Your business can use this granular data to drill-down, target, and optimize client approach through the most effective timing, medium, messaging, and more—using real data to acquire clients. We live in a digital-first world, where those with the most accurate data and implementation will be successful growing in their businesses.