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
Problem/Pain points
Bloating Churn numbers
Clogged selling opportunities
Muted Clients engagement and NPS
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?
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