How can we better understand our customer’s needs and engage the investors in the customer buying journey?
- No ease to centralize all customer information from all departments and teams
- Fragmented view of its customer across sales, marketing, distribution and risk
- Difficult to anticipate customer dissatisfaction
- Determine areas for improvement to determine the reasons of client churn
- Understanding of end-customer and intermediary needs is not deep enough
Retrace all the client data
Identify axes of improvement in custmer relations
Help to improve product development processes
« Innovative data analysis technologies »
- Analyze large volumes of unstructured client data to transform diagnosis,
- Recommend customized strategies to clients based on the data they have
- Generate new sales opportunities by providing better product and investment proposals
Find more about DreamQuark here
« AI solutions to meet client’s expectations »
- Centralize in a single tool all the data related to each customer in different systems.
- Eases the processing and analysis of customer data by transforming raw customer data into a usable and contextualized resource.
- Enable identification of clients who are at risk of being lost based on examples of clients who have closed or moved accounts in the past
- With machine learning, firms can propose a customized customer offer at the right time
Find more about DataRobot here.
How Aurexia can help?
PRE-PROJECT: preparation of innovative project
Conduct RFP process on business topics
Validate data to be proceed by the solution (data preparation)
Formalize digital ambitions & business needs
Detect relevant business use-cases for specific technology
- Lead ideation workshops to define pain points and needs
DURING PROJECT: End-to-end project delivery
Ensure global project management with key stakeholders
Design business requirements and adaptive services
Review operating model with new solution and business
Define IT governance with key stakeholders on new solution deployed
- Promote solution with an awareness plan and change management strategy
AFTER PROJECT: Monitoring project success
Ensure change management plan roll-out with users and management
Conduct data visualization project to add reporting capabilities
Promote the project through a dedicated communication plan
Formalize KPI and build project business case
- Identify new project opportunities (same client with other departments