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.

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This is possible because the platform automates

Customer analytics and segmentation

Bank-customer engagement strategy

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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.

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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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