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Intelligent Customer Targeting for Account Services: Drive Account Adoption with AI Powered Customer Insight

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Overview.

A leading financial services firm in the US recognized the untapped potential of its managed account services. To drive customer adoption and foster long-lasting relationships, the company sought to leverage the power of predictive analytics and machine learning. By harnessing the insights hidden within vast datasets, the firm aimed to identify customers who could benefit from its tailored financial solutions, delivering a personalized and engaging experience.

Challenges.

  • Untapped potential of managed account services.
  • Need to drive customer adoption and foster long-lasting relationships.
  • Leveraging predictive analytics and machine learning to identify customers who could benefit from tailored financial solutions.

Our Solution.

Coforge spearheaded this customer-centric initiative, deploying cutting-edge technologies to unlock the power of data-driven insights:

  • Azure Data Factory was leveraged to extract and consolidate data from various sources, creating a robust foundation for predictive modeling.
  • Azure Machine Learning and Azure Databricks provided the ideal platform for data preprocessing, exploratory data analysis, and model development using Python.
  • AI/ML applications were developed, capable of analyzing, learning from, and making predictions based on large datasets, enabling targeted customer outreach and personalized offerings.
  • Handled model training, evaluation, packaging, deployment, testing, validation, monitoring, and maintenance, ensuring optimal performance and accuracy.

The Impact.

20%

Headcount Cost Reduction & Lower Operational Overhead.

30%

Reduction in False TM alerts.

99%

Accuracy for Anomaly Detection on Unseen Data

Bring us your challenge.

Let’s Coforge your next success story.

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