Value Stream:
‍Monitor

Stay ahead of market shifts with real-time portfolio tracking, risk analytics, and automated compliance surveillance.

Overview

Centric enables continuous oversight across portfolios, detecting risk, exposure, and performance deviations instantly — helping advisors protect assets and respond to market dynamics in real time.

Key Statistics

Firms using AI-based monitoring cut exposure losses by 25–40% — McKinsey Risk Report 2024

60% of portfolio breaches go unnoticed until after losses — Accenture Wealth Risk Benchmark

Automated compliance systems reduce regulatory fines by 35% — PwC Compliance Index

Continuous rebalancing models improve long-term yield by 12–15% — Bain Investment Analytics Study

Current State / Pain Points
Triggers for Urgency
Future State with AI

Manual performance tracking and reporting lag.

Limited real-time market visibility.

Reactive compliance processes.

Teams spot attrition or pricing gaps only after revenue impact.

Increased portfolio complexity and cross-asset exposure.

Growing regulatory scrutiny on transparency and auditability.

Market volatility and faster-moving risk cycles.

Rising client expectation for proactive risk management.

Performance Attribution

Analyze returns by asset, market, and strategy.

Risk & Exposure Monitoring

Detect concentration and volatility instantly.

Compliance Surveillance

Automate rule breaches and audit alerts.

Rebalancing Triggers

Predict and execute tactical adjustments dynamically.

Top AI Workflows (Centric-Powered)​

Lead Scoring​

Predicts conversion likelihood and risk based on behavioral and source data.​

Smart Offer Match

Dynamically assigns best-fit product (e.g., checking vs. loan vs. insurance) based on inferred intent.​

Engagement Risk Detector​

Identifies drop-off patterns to trigger re-engagement or simplified paths.​

Bot + Synthetic Detection

Flags fraud signals using device ID, form fill velocity, and data inconsistencies.​

Channel Source Optimizer​

Identifies which acquisition sources generate the best customers.​

Auto Qualification & Routing​

Filters and routes leads based on eligibility or intent signals.​

Pre-KYC Fraud Flagging​

Flags high-risk leads before triggering costly identity/KYC checks.​

High-Churn Risk Identifier (Early)​

Predicts risk of disengagement in the first 7–14 days to trigger save actions.​

Application Abandonment Predictor​

Predicts which users will drop off mid-application and when to intervene.​

Underserved Applicant Identifier​

Uses alternative signals to qualify thin-file or unbanked customers.​