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
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Retrace all the client data
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Identify axes of improvement in custmer relations
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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
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Conduct RFP process on business topics
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Validate data to be proceed by the solution (data preparation)
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Formalize digital ambitions & business needs
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Detect relevant business use-cases for specific technology
- Lead ideation workshops to define pain points and needs
DURING PROJECT: End-to-end project delivery
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Ensure global project management with key stakeholders
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Design business requirements and adaptive services
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Review operating model with new solution and business
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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
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Ensure change management plan roll-out with users and management
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Conduct data visualization project to add reporting capabilities
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Promote the project through a dedicated communication plan
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Formalize KPI and build project business case
- Identify new project opportunities (same client with other departments