What the solution does

Our insights help meet the demand for personalized financial products.

Indentify the right prospects

Our algorithms find high-probability prospects using internal and third-party data and ranks them based on likelihood of close.

Reach out at the right time

The solution identifies trigger events that signal the right time to contact.

Optimize your outreach

Our nudge engine suggests offers to recommend, content to share, and talking points to utilize given the prospect’s unique profile and situation.

How the solution works

Leverage data to improve targeting and results.

The solution pulls customer, industry, and competitor data from disparate sources into one central data repository. Machine learning algorithms analyze the data to segment potential clients, predict demand, and identify drivers of purchase. Next best action recommendations are presented to users in a prioritized work queue, along with suggested products and/or talking points. Users can accept or reject the algorithms’ recommendations and record the outcome of their actions, improving the solution and algorithms over time.

Central repository gathers internal & external data
Algorithms segment clients, predict demand, and find purchase drivers
Solution analyzes data to uncover patterns and trends
“Nudges” presented in a prioritized list on mobile or desktop
AI recommends next best action
Users accept or reject recommendations
Solution tracks behavior and outcomes to improve nudges

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