Customer Analytics

For a Large Wealth Management Company

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  • The client is a large wealth management company with more than three million clients
  • They provide various financial products and are leaders in the retail distribution
  • Large retail Customer base with various financial & products needs.
  • Client wanted to offer appropriate products to their customer base with minimal human intervention
  • Using Machine Learning, Upsell/cross-sell Attrition models & Mode of Investing models were built .
  • Several models including propensity and target amount identification were configured .
  • The data was integrated with Clientrator, our predictive analytics tool and the output of all the models is now available on the tool .
  • Product identification & targets of each customer
  • Our solution helped client to focus automate the marketing campaigns with minimal human intervention.
  • Significant lift in sales as a result.
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