FREQUENTLY ASKED QUESTIONS

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Is there a waiting time before I can start using the platform?

Not much. It usually takes around 2 days for your payment and your login credentials to be processed, following which you can start using it.

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Is my data secure?

Highly secure. To know how, visit our data security page.

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What payment methods do you offer?

We use the stripe payment gateway which lets you use popular credit / debit cards. Or you can try Net Banking.

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Yes, but your new plan may not be active immediately. Please talk to your sales consultant for further information.

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How does the Custom Plan work?

As the name suggests, Custom Plans cover any requirement that is not covered by any of our standard plans. Please talk to us so we can customize a plan to suit your requirements.

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Can I get additional Conversations without changing my plan?

Yes. You can get additional Conversations at an additional cost without having to change your plan.

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What kind of support do you offer?

Support is in the form of online Help that is available in the platform. Of course, you can always write to us at assistance

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Do I need a credit card to sign-up?

Yes, and you also have other forms of payments listed above.

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How do I extend my subscription?

Send an email to assistance – and we will be happy to do this for you.

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How do I cancel my subscription?

Cancel anytime. In your platform, you will see a “Cancellation” link - to cancel, you just need to click on that link.

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I have more questions. How can you help?

Please email queries for any platform related questions. Our team is ready to help!

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For queries regarding our Customer Value Maximization platform or our Solutions

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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!

Take me to the Platform

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

See how the Customer Value Maximization Platform can simplify your engagement with your customers!

Take me to the Platform

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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