Unlocking Untapped Revenue with AI-Powered Investment Intelligence

Company ID

• Vertical: Bank Advisory, Retail Platform
• Market: Israel
• Assets Covered: Equity, Bonds, ETFs
• Language Needs: Hebrew, English
• # of Customers: 1,000,000+

The Customer

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. 

The Challenge

Reinventing Retail Investment Services

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.

Discount Bank needed to:

• Empower their advisors with tools to provide better, more comprehensive service.
• Expanding their offering to clients previously ineligible for traditional investment services.
• Meeting the growing demand for data-driven tools to support self directed investing within regulatory compliance.
  

   

The Solution

Transforming Discount Bank’s Offerings with AI-Powered Investment Intelligence
Discount Bank partnered with Bridgewise to integrate AI-powered tools across its offerings, transforming the retail investor experience.

Advisory Team:
Bridgewise’s AI tools enhanced the bank’s research system, improving advisory efficiency. Aligned with internal policies, AI-driven analysis & recommendations expanded equity coverage from 200 to 900 stocks.

Retail Platform:
The bank introduced EquityWise, an AI-powered tool providing easy-to-read equity analysis for all customers.

VIP Customers:
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.

The Results

By integrating Bridgewise’s 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’s full suite, and the strong engagement demonstrated significant interest in this service. It now plans to expand into a second asset class, ETFs.

• 4.5x expansion in advisory coverage, offering guidance on 900 additional equities.
• 50% of retail clients adopted the new investment offerings within the first week.
• Average of 3.2 questions per session asked by users interacting with Bridget.

Conclusion

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.