/

Case Studies

/

Reinventing Customer Relationships for a Leading US Financial Services Company

Reinventing Customer Relationships for a Leading US Financial Services Company

Reinventing Customer Relationships for a Leading US Financial Services Company

How a leading US financial services reinvented customer relationships

How a leading US financial services reinvented customer relationships

500

cases deployed at scale

15

model development

The challenge

Enhance customer value sustainably

The bank faced declining customer engagement and satisfaction. To strengthen these relationships, they seeked a solution that enhances trust, personalizes interactions, improves service quality, and overcomes limitations of bespoke models in a timely and compliant manner.

Key challenges

  • Build trust and personalize interactions

  • Reverse declining customer relationships

  • Enhance service quality to exceed expectations

  • Overcome limitations of bespoke models in a timely and compliant manner

The solution

Scalable personalization framework

Improve customer engagement with AI personalization

Scalable deployment

End-to-end framework

Optimized conversations

Drive customer engagement and loyalty

Optimized timing

Personalized conversations

Enhanced customer self-service

Implementation approach

1

Model development

  • Customer 360

  • Automated modeling

  • Feature engineering

2

Model validation

  • Risk assessment

  • Regulatory compliance

  • Model validation

3

Model deployment

  • Frontline integration

  • System orchestration

  • Pipeline automation

The impact

Results that spoke

Model efficiency

  • 95% time reduction

  • Data and regulatory compliance

  • Transformed customer relationships

Enhanced relationships

  • Boosted revenue growth

  • Increased customer loyalty

  • Improved customer satisfaction

Strong business impact

  • Accelerated time-to-market

  • Optimized resource allocation

  • Strengthened market position