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Drive Client Engagement

Provide interactive self-service offerings and relevant information.
Current Situation

Banks would like to provide clients with highly individualized client advisory, timely and relevant information, and a frictionless user experience through self-service offerings and chat bots.

Objective:

Build a comprehensive profile of customer information, investments, and behavior.

How CID can support:
  • ‍‍Blending of customer information from various bank systems
  • Text analysis of advisory minutes, CRM notes, feedback
  • Automated engineering of a Neuro Graph describing customer behavior, investments, and interests
Objective:
How CID can support:

Match instrument descriptions with customer interests, behavior, and market events in order to provide relevant recommendations to customers.

  • Graph analysis including factors such as risk aversion, life events, investment objectives
  • Provision of recommendations bundled with relevant news and instrument descriptions to financial advisors
  • Feedback and activity analysis for ongoing optimization
Objective:

Provide interactive apps and web tools, ensure a frictionless experience with chat bots and advisors, provide pro-active advisory based on events and research.

How CID can support:
  • Power apps and web sites with real-time insights and/or interactive visualizations
  • Turn chat bots intelligent with semantic processing and answers based on the Neuro Graph
  • Push pro-active alerts on relevant insights to clients and advisors
Objective:
How CID can support:
Objective:
How CID can support:
Objective:
How CID can support:
How Banks Benefit

Provide highly individualized service by holistically analyzing a client’s situation, investments, and relevant markets.Reach out to clients pro-actively in case of important market events affecting investment strategies. Serve customers with new powerful self-service features. Provide chat bots with the required information and intelligence to deliver real value.

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