The Customer Value Maximization Platform enables financial firms to continuously grow value from their retail customer base. It influences both monetary and relationship metrics. It accomplishes this by enabling financial firms to have intelligent, continuous and relevant customer engagements to influence favorable actions.

How do financial services companies create value for customers

The Customer Value Maximization Platform enables financial firms to continuously grow value from their retail customer base. It influences both monetary and relationship metrics. It accomplishes this by enabling financial firms to have intelligent, continuous and relevant customer engagements to influence favorable actions.

From the customer point of view, it suddenly seems like their bank knows the customer intimately, and is continuously value-adding to satisfy each customer's specific evolving financial needs.

From the customer point of view, it suddenly seems like their bank knows the customer intimately, and is continuously value-adding to satisfy each customer's specific evolving financial needs.

From the customer point of view, it suddenly seems like their bank knows the customer intimately, and is continuously value-adding to satisfy each customer's specific evolving financial needs.

Maximize Customer Value using CVM Platform

From the bank point of view, it provides visibility into customer intent and the capability to use that intelligence to influence customers to perform actions that are of value to the bank.

Ways to add value to a bank

This is possible because the platform automates

Customer analytics and segmentation

Bank-customer engagement strategy

Banking automation solutions & services

Execution of omnichannel engagement

Communication design, orchestration & delivery

Customer analytics and segmentation


Bank-customer engagement strategy


Execution of omnichannel engagement


Communication design, orchestration & delivery

When you configure and feed data into it (2 – 4 weeks), the system becomes a black box, continuously and intelligently executing hundreds of different programs to maximize customer value.

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When you configure and feed data into it (2 – 4 weeks), the system becomes a black box, continuously and intelligently executing hundreds of different programs to maximize customer value.

It can be managed by just 1 team member with a basic understanding of the banking industry, with zero training, whether you have a few thousand or many millions of customers.

Managing banking operations for productivity and quality

It makes the bank seem prescient and highly connected to customers. It continuously grows customer engagement, satisfaction and revenues.

It makes the bank seem prescient and highly connected to customers. It continuously grows customer engagement, satisfaction and revenues.

It makes the bank seem prescient and highly connected to customers. It continuously grows customer engagement, satisfaction and revenues.

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What's your score?

Know what? You are not alone – less than 0.2% of the world’s financial services brands can stake the claim that they can do all this.

See how our Customer Value Maximization Platform can help you maximize value in your engagement with your customers!

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What's your score?

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Congratulations! You are probably in the top 0.2% of the world’s leading financial services brands.

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Score how well you are maximizing customer value

Answer 7 questions to figure out how well you are maximizing customer value.

Do you continuously engage with every customer in your portfolio – even when they don’t visit your branches – not just to wish Happy Birthday or Merry Christmas, but to truly grow value?


Is every non-branch interaction with your customers intelligent enough to consider relationship history, relationship value and customer exhibited behavioral traits and preferences? Every single interaction?


Do you know which customer to include and exclude, when to do so, and with what message, when you want them to buy your products and services? Do you do this without offline / online spamming?


Is there a clearly articulated strategy, understood by everyone? Is it being implemented by all stakeholders cohesively working together, to maximize customer value?


Do you proactively arrest customer value decline, even when customers don’t yell, or send stinkers to support? For example, when card spends decline steeply, do you auto-activate those customers?


Can you do all the above by clicking a few buttons – without investing in an army of IT, Analytics, Marketing and Product Managers?


To sum up, do you continuously grow customer value – measured on both revenue and relationship dimensions – evidenced by portfolio revenue and business value metrics?

To score yourself, you need to take the quiz!

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