ContextMany sales and complex relationship businesses lack a holistic view of the customer – their buying behaviors, needs, and profitability – leading to suboptimal relationships and missed revenue opportunities. Driven by siloed customer or product decision making, unclear sources of data “truth” and poor performing systems, these banks will be limited in their ability to effectively grow revenues. Transitioning towards a unified platform that enables data-driven insights can help banks unlock critical growth opportunities while reducing manual hours.

Revenue SolutionWe developed an analytics and insight platform that delivers key information through a seamless user interface. The platform structures data all in a single place and makes sophisticated analytics easily possible to guide strategic decision making. A personalized home page allows each user to identify critical insights and alerts pertinent to them. We partner with client teams to embed the solution deep within systems, processes and skillsets to ultimately ensure sustainable results. Users can now possess a 360-degree view of the customer, from evaluating opportunity pipelines to anticipating customers that are at-risk of attrition.
ImpactThe analytics and insights platform allows product managers to better understand client performance drivers and make more pointed sales recommendations in areas of identified growth opportunity. In addition to prioritizing efforts, the platform also significantly reduces time spent on manual efforts, positioning the organization for improved sales effectiveness and efficient growth.