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

 

Requirements

  1. Retrace all the client data

  2. Identify axes of improvement in custmer relations

  3. Help to improve product development processes

 


Solutions

DreamQuark

« 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

 

DataRobot

« 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