Suggesting new products to support where a customer is at on their financial journey based on their current product portfolio, life stage, or engagement.
Identifying delays or glitches in defined common workstreams by running tech checks on main platforms, and if detected, automatically populating a case for the service team.
Identifying APRs or return rates that convert a higher volume of individuals to specific products, and then leveraging this regulatory-compliant insight with a highly eligible audience to drive conversions.
Supporting common workstreams (onboarding, loan application process, retirement planning, financial planning, etc.) by breaking down each step in the process funnel and advancing each individual to the next step until a final conversion point has been completed.
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