Case Study: a leading global asset management company boosts sales with Fractal’s fund replacement recommendation engine

Recommend replacement products to advisors to drive sales

A leading global asset management company faced the challenge of optimizing its fund replacement strategy for advisors. They required a holistic, data-driven approach to provide performance-based recommendations for portfolio rebalancing at scale, ensuring suggestions were aligned with client goals. To address this, they partnered with Fractal for its data analytics and recommendation engine capabilities.

Fractal developed and implemented a rule-based recommendation engine that scored fund attractiveness and mapped advisor relevance to identify optimal replacements. This solution was integrated into the advisors' workflows to streamline decision-making. The project successfully unlocked $1.5 billion in sales for the client, significantly boosted advisor efficiency with data-driven picks, and refined the firm's competitive market edge. Fractal's solution drove growth through smart, performance-based fund swaps.