AI audience selection
Match each recommendation to the right clients, and each client to the right advice
Your digital team gets a cohort picked for every campaign it runs, and your clients receive the messages that are relevant to them.
See the size, description and tags of every cohort Matchbook picks
A cohort picked by AI stays readable, so your team can tell at a glance who each recommendation is going to.
Cohorts built by hand take time, and a new one is slow to try
Your research desk publishes all day, and each recommendation would need rules of its own that someone has to think through and build.
Choose Matchbook as an Action’s audience, with nothing more to set up
Once Matchbook is an Action’s audience, every recommendation the Action fires on goes to the cohort picked for it.
Matchbook is refined continuously on your own client data
Matchbook reads orders, portfolios, watchlists and responses to earlier messages where they already sit, on your cloud, which helps you personalise within the DPDP Act.
Compare cohorts by acceptance, conversion and attributed revenue
Each cohort, and each model behind it, is measured on what clients did with the recommendation, so your team keeps the audiences that work.
Extend Matchbook beyond advisory with personalised campaigns from Commentary
Matchbook, Commentary and Actions together engage your clients on campaigns your team designs as well as recommendations from your research desk.
Matchbook also finds lookalike clients, and what suits each client
The same models that pick a cohort also work the other way, starting from one client or one group of clients.
Widen a cohort
Seed it with clients who responded well, and Matchbook adds similar ones
Personalise your app
Each client sees a list of recommendations that suit them, served by API
Tag every client
A lifecycle stage, an engagement tier and preferences, refreshed continuously
Advice reaches the clients it suits, and your team works on what performs
Your clients hear from you when a recommendation is relevant to them, helping your team deliver better results.
59%
of WhatsApp users block the sender of unsolicited messages
LocalCircles, survey on unsolicited WhatsApp messages, 4 February 2026