Customer Acquisition
Leveraging targeted marketing, real-time persona evolution, localized financial product offerings, and hyper-personalized user experiences to enhance precision in targeting potential customers for loans, credit cards, or policies.
Enabler: Agentic AI-powered dynamic customer profiling.
Business Benefit: Higher customer acquisition, improved campaign performance, and stronger lead generation for financial products.
Agent Prescription – Chatbot Enablement via RAG-Based Services
AI-powered Q&A support for agents, assisting with customer support, sales queries, and efficient information retrieval regarding complex financial products, policies, and regulations.
Enabler: APIs and Data Extractors utilizing internal data sources, including policy documents and compliance guidelines.
Business Benefit: Accelerated query resolution, increased agent productivity, consistent and accurate responses, and lower operational costs.
Customer Servicing – Chatbot/Email Automation
Automated resolution of customer queries related to account balances, policy status, or loan applications; streamlining communication and efficient inquiry handling.
Enabler: Retrieval-Augmented Generation (RAG), Similarity Engines, and APIs.
Business Benefit: 24/7 support availability, faster response times, reduced call center load, and enhanced customer satisfaction.
Personalization & Hyper-Local Services
Precision-targeted marketing of financial products, delivery of location-specific services (e.g., ATM/branch finder), and deeply personalized customer experiences.
Enabler: RAG, Similarity Engines, and APIs.
Business Benefit: Boosted customer engagement, higher conversion rates for local offerings, and stronger customer loyalty via tailored financial advice and services.
Dynamic Persona Creation – New Acquisition
Real-time profiling of emerging customer personas to drive hyper-personalized outreach for new financial product opportunities.
Audit/Fraud Analytics - Leveraging Unstructured Data
Risk assessment, compliance, fraud detection and prevention (e.g., fraudulent loan applications, insurance claims), and security operations.
Enabler: Data Extractors (Unstructured Data) from claims forms, email communications, and customer service transcripts.
Business Benefit: Early detection of fraudulent activity, reduced financial losses, improved compliance, and enhanced risk visibility.
Business Operations & Efficiency - Engagement, Retention, and Recovery
End-to-end customer lifecycle management, including churn prediction, proactive retention measures, and win-back campaigns for policyholders or loan customers.
Enabler: Retrieval-Augmented Generation (RAG), Similarity Engines, and APIs.
Business Benefit: Higher retention rates, lower churn, and more effective recovery of at-risk customers.