HOW IT WORKS

The Customer Value Maximization platform automatically decodes customer’s state of mind and current financial need using the Continuous Prediction Engine

Leading Customer Value Maximization Platform

Designs and orchestrates relevant intervention in response to each customer’s need (not based on a calendar)

Designs and orchestrates relevant intervention in response to each customer’s need (not based on a calendar)

Respond to Needs of Customers

Ensures coherence and attention by sustaining a single focused message 360° across touchpoints

A 360 degree view of 'Business through Technology'

Influences customers to perform actions to satisfy their need while fulfilling the bank’s objective(s)

Influence customer buying behavior

Delivers communication over customer preferred (not bank preferred) channels

Customer communication management
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Customer Engagement Strategies

Captures and feeds responses into Continuous Prediction Engine to improve future engagements

Ways to increase customer engagement

Captures and feeds responses into Continuous Prediction Engine to improve future engagements

Customer Engagement Strategies
Customer Engagement Strategies

Repeats month after month to continue to impact the balance sheet

Ways to Grow Your Business
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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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