BANKING AND FINANCIAL SERVICES

Intelligent martech solution for Retail Banks, FinTechs and Insurance Companies to drive personalized customer engagement and omni-channel journeys

DRIVE CUSTOMER RETENTION AND LOYALTY

Understand customer’s transaction and usage behavior across financial products and predict churn risk to devise timely actions for retaining them.Ensure continued personalized services and special offers to drive customer loyalty. Our Omni-channel CVM offers comprehensive automation and analytics capabilities off the shelf for financial marketers to drive micro-segmented retention and loyalty programs.

REDUCE TIME TO MARKET PRODUCTS

Design and execute promotional campaigns end to end on outbound as well as inbound channels with ease using our Omni-channel CVM solution. The solution supports dynamic segmentation using heuristic rules as well as machine-learned insights like product affinity to choose right products for promoting to different customer segments. Moreover, the solution also allows marketers to promote products triggered by specific life events like marriage or real-time digital events like browsing ‘loan eligibility’ on the website or app.

CREATE PERSONALIZED CUSTOMER EXPERIENCES

Orchestrate and automate contextually relevant engagements across all touch points of the customer journey. With our Omni-channel CVM solution you can understand your customers deeper, predict their financial needs and extend right financial products and advisory services to ensure personalized financial experience.

DRIVE THE ADOPTION OF DIGITAL BANKING

Encourage customers to engage more on digital channels by extending special incentives using our Omni-channel CVM solution. With our Digital Plus add on solution, you can reach out to customers while they are on digital channels like social media or conversational channels to engage them with relevant products and offers.Using our audience analytics for facebook solution, you can make use of reliable first party data from enterprises and machine-learned customer insights for creating custom audiences for running Facebook campaigns with precision.

OPTIMIZE MARKETING AT SCALE

Improve campaign performances at scale with embedded Artificial Intelligence. With our Autonomous Marketing AI solution, you will never miss - any campaign opportunity to uplift revenue or any opportunity to weed out low performing campaigns or any opportunity to improve performance of campaigns. If you are using Salesforce Marketing Cloud to run your email campaigns, make use of Robo-X, available in AppExchange that can automatically rate email campaign performance and recommend ideal segment-offer combinations to improve open/click rates and conversions.

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