Case study

Cross Sell Transformation for a Leading Financial Services Firm

Business Context

Our Client, one of the largest financial services company in India, has a large portfolio of products in the personal finance space. The client wanted to grow customer base by improving cross sell to increase the number of products per customer as per his needs and requirements. It has to be tailored specifically to the costumer taking into account his choice and preferences. This would equip sales agents to cross sell better thus improving conversions

How BRIDGEi2i delivered value

Leveraging and deploying its BRIDGEpersona™ solution, BRIDGEi2i helped identify and design not just personalized but contextualized product recommendations that took into account the customer’s context, life stage and historical behaviour. The solution brought much needed science to their cross- sell process and helped deliver enhanced customer experience. We used specific API’s to extract, transform and load data from the various databases and sources to create a holistic unified view of the customer. Finally, our AI Engine provided customized recommendations which were contextual and real-time.

How We Enabled Customised Recommendations based on Past Habits

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