Schedule a Demo

We are proud to say that this demo may well be one of the most transformative 1 hour investment on your part to drive your organization forward.

Do you want to see how Customer Value Maximization works? We’d love to show you.

Xerago Customer Value Maximization platform is currently available on invitation only for a limited set of financial services firms in USA. If you would like to schedule an online web conference demo of the same to see how the platform can lift customer value for your organization, please provide your details and we are happy to give you a short demo that will hopefully demonstrate the transformation power of Customer Value Maximization for your organization.

Please note that the demo will be for one hour: 15 minutes to explain the concept, 30 minutes for product walk-through and 15 minutes for Q&A and discussion. You will need to login into the web conference URL from a computer with speaker and microphone, and a high speed broadband connection and a recent version of a web browser.

Note: Please provide official contact details only. At this time, the platform is not available for wider consumption and hence we regret we will not be able to entertain requests from public mail IDs or from other audiences.

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Your data is protected and safe with us. We will not share this data with anyone under any circumstances. Your data will not be misused or abused in any way. We will not spam you as a consequence of scheduling a demo. (Privacy Policy)

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What's your score?

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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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