Suffering from low Product-Clients matching?

Before


  • Poor Clients engagement

  • Clogged selling opportunities

After


  • Enhanced Engagement by 51%

  • Strategic Timing for Outreach

Book Meeting

Learn More

Suffering from low Product-Clients matching?

Before


  • Poor Clients engagement

  • Clogged selling opportunities

After


  • Enhanced Engagement by 51%

  • Strategic Timing for Outreach

Book Meeting

Learn More

About

  • An Omni-Channel Clients Platform that uses Machine Learning for financial corporations to understand, anticipate and engage with their Clients.
  • The client was a startup which was trying to get from the concept to the first Minimum Viable Product. This project was particularly complicated because there was a large aspect of machine learning involved.

about-fintech
about-fintech

About

Problem/Pain points

  • Bloating Churn numbers
  • Clogged selling opportunities
  • Muted Clients engagement and NPS

problem-fintech
fintech-pain

Problem/Pain points

Context

  • Many slipped sales opportunities & low Clients engagement?
  • Hungry to Identify potential Product-Clients match based on behavior?
  • Need reliable Early identification of churn and opportunities?
  • Looking to group Clients based on similar behavior
  • Grappling with blurry or regularly missed forecasting targets?

fintech-context
fintech-context

Context

Solution

  • Created an AI solution that boosted Clients engagement > 50%,  sharper product-Clients fitment.
  • Using Advanced ML and Data Science
  • Recommended the right time to reach out to a Clients for upsell and cross-selling opportunities
  • Improved NPS
  • Boosted sales

Book Meeting
fintech-solution
Solution

Solution

fintech-graph
fintechGraph

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