Suffering from low Product Clients matching?
Before
- Poor Clients engagement
- Clogged selling opportunities
After
- Enhanced Engagement by 51%
- Strategic Timing for Outreach
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.
Problem/Pain points
- Bloating Churn numbers
- Clogged selling opportunities
- Muted Clients engagement and NPS
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?
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
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