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 the 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 customer by taking into account his choice and preferences. This would equip sales agents to cross-sell better thereby improving conversions.

How BRIDGEi2i Delivered Value?

Leveraging and deploying its BRIDGEpersona™ solution, BRIDGEi2i helped identify and design personalized and contextualized product recommendations that took into account the customer’s context, life stage, and historical behavior. The solution brought much-needed science to their cross-sell process and helped deliver enhanced customer experience. We used specific APIs 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 that were contextual and real-time.

We Enabled Customised Recommendations based on Past Habits

Want to know how we brought about the transformation?

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