{"id":3315,"date":"2025-01-07T17:52:36","date_gmt":"2025-01-07T17:52:36","guid":{"rendered":"https:\/\/bridgewise.com\/?p=3315"},"modified":"2025-11-26T16:48:20","modified_gmt":"2025-11-26T16:48:20","slug":"investment-intelligence-unlock-revenue","status":"publish","type":"post","link":"https:\/\/bridgewise.com\/case-study\/investment-intelligence-unlock-revenue\/","title":{"rendered":"Unlocking Untapped Revenue with AI-Powered Investment Intelligence"},"content":{"rendered":"<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div>\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"5d98c8d9-6a32-42c1-a6c1-b6031d89fe3a\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h2><strong>Empowering Retail Investment with AI-Powered Intelligence<\/strong><\/h2>\n<p>Israel Discount Bank, the third-largest bank in Israel, sought to modernize its retail investment offerings to better serve its over one million customers. With evolving investor needs and rising interest in international markets, the bank faced challenges in expanding its advisory coverage and enabling self-directed investing for underserved clients. <a href=\"https:\/\/www.calcalistech.com\/ctechnews\/article\/syavggxa0\" target=\"_blank\" rel=\"noopener\">By partnering with Bridgewise, Discount Bank integrated cutting-edge AI<\/a> tools, transforming its advisory services and retail platform. This collaboration resulted in a 4.5x expansion in equity coverage, 50% adoption of the new platform within the first week, and significant boosts in customer engagement.<br \/>\n<strong>Discover how AI-powered solutions are redefining investment intelligence at Israel Discount Bank.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3><strong><span style=\"color: #333333;\">Company ID<\/span><\/strong><\/h3>\n<ul>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Vertical:<\/strong> <a href=\"https:\/\/bridgewise.com\/banks\/\">Bank Advisory<\/a>, Retail Platform<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Market:<\/strong> Israel<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Assets Covered:<\/strong> Equity, Bonds, <a href=\"https:\/\/bridgewise.com\/funds\/\">ETFs<\/a><\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><b>Supported Languages<\/b><b>:<\/b> Hebrew, English<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong># of Customers:<\/strong> 1,000,000+<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #333333;\"><b>The Customer<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400; color: #333333;\">Israel Discount Bank is the third-largest bank in Israel, serving over one million customers with a comprehensive range of banking, capital market, and investment services.\u00a0<\/span><\/p>\n<h3><span style=\"color: #333333;\"><b>The Challenge<\/b><\/span><\/h3>\n<p><span style=\"color: #333333;\"><b>Reinventing Retail Investment Services<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400; color: #333333;\">The bank aimed to boost profitability in its retail segment by addressing the evolving needs of mainstream investors. Growing interest in international stocks highlighted the need for more robust advisory services, which were currently limited and focused on local stocks. Meanwhile, the demand for data-driven tools presented an opportunity to target a customer base ineligible for current investing offerings. Providing these customers with self-serve solutions could help the bank unlock untapped revenue streams from their existing client base.<\/span><\/p>\n<p><strong><span style=\"color: #333333;\">Discount Bank needed to:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\">Empower their advisors with tools to provide better, more comprehensive service.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\">Expanding their offering to clients previously ineligible for traditional investment services.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\"><span style=\"font-weight: 400; color: #333333;\">Meeting the growing demand for data-driven tools to support self directed investing within regulatory compliance.<br \/>\n<\/span><\/span><\/p>\n<h3><span style=\"color: #333333;\"><b>\u00a0<\/b><\/span><\/h3>\n<\/li>\n<\/ul>\n<h3><span style=\"color: #333333;\"><b>The Solution<\/b><\/span><\/h3>\n<p><span style=\"color: #333333;\"><b>Transforming Discount Bank\u2019s Offerings with <a href=\"https:\/\/bridgewise.com\/blog\/investment-intelligence-2-0\/\">AI-Powered Investment Intelligence<\/a><\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Discount Bank partnered with Bridgewise to integrate AI-powered tools across its offerings, transforming the retail investor experience.<\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><b>Advisory Team:<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Bridgewise\u2019s AI tools enhanced the bank\u2019s research system, improving advisory efficiency. Aligned with internal policies, AI-driven analysis &amp; recommendations expanded equity coverage from 200 to 900 stocks.<\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><b>Retail Platform:<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">The bank introduced EquityWise, an AI-powered tool providing easy-to-read equity analysis for all customers.<\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><b>VIP Customers:<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">VIP clients accessed Bridget, an AI-powered chat service offering personalized, regulatory-compliant buy\/sell recommendations and in-depth analysis, empowering more mature investors to make informed decisions in a self-directed manner.<\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3328\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-26-184346-300x223.png\" alt=\"\" width=\"578\" height=\"429\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-26-184346-300x223.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-26-184346-1024x762.png 1024w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-26-184346-768x572.png 768w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-26-184346.png 1263w\" sizes=\"auto, (max-width: 578px) 100vw, 578px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"color: #333333;\"><b><br \/>\nThe Results<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400; color: #333333;\">By integrating Bridgewise\u2019s AI solutions, Discount Bank modernized its services and became a leader in customer-centric investment intelligence. The bank was the first to redefine its offerings with Bridgewise\u2019s full suite, and the strong engagement demonstrated significant interest in this service. It now plans to expand into a second asset class, ETFs.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\">4.5x expansion in advisory coverage, offering guidance on 900 additional equities.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\">50% of retail clients adopted the new investment offerings within the first week.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\">Average of 3.2 questions per session asked by users interacting with Bridget.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-3319\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-300x170.png\" alt=\"Assaf Pasternak, VP CFO and Strategy at Israel Discount Bank\" width=\"676\" height=\"383\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-300x170.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-1024x581.png 1024w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-768x436.png 768w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-1536x871.png 1536w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-22-at-15.22.46-2048x1162.png 2048w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/><\/p>\n<h3><strong><br \/>\nConclusion<\/strong><\/h3>\n<p>Through its partnership with Bridgewise, Israel Discount Bank has successfully positioned itself as a pioneer in customer-centric investment intelligence. By leveraging AI-driven solutions, the bank has unlocked new revenue streams, enhanced the service experience, and empowered clients across all segments. This transformation not only meets the current needs of modern investors but also sets the foundation for continued innovation and expansion into new asset classes, ensuring sustained leadership in the financial services sector.<\/p>\n<p><span style=\"color: #333333;\"><i><span style=\"font-weight: 400;\">\u00a0<\/span><\/i><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Empowering Retail Investment with AI-Powered Intelligence Israel Discount Bank, the third-largest bank in Israel, sought to modernize its retail investment offerings to better serve its over one million customers. With evolving investor needs and rising interest in international markets, the bank faced challenges in expanding its advisory coverage and enabling self-directed investing for underserved clients. [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":3390,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[67],"tags":[73,77,78,75,76,74],"class_list":["post-3315","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study","tag-bank-advisory","tag-bridget","tag-case-study","tag-etf","tag-funds","tag-retail-platform"],"acf":[],"_links":{"self":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/comments?post=3315"}],"version-history":[{"count":8,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3315\/revisions"}],"predecessor-version":[{"id":5676,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3315\/revisions\/5676"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media\/3390"}],"wp:attachment":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media?parent=3315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/categories?post=3315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/tags?post=3315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}