Explore Clients Data for Better Suitability

How can we better understand our customer’s needs and engage the investors in the customer buying journey?


Pain points

  • 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



  1. Retrace all the client data

  2. Identify axes of improvement in custmer relations

  3. 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


Want to know more? Contact us: finlab@aurexia.com