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            Revenue Intelligence for Financial Services

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            Revenue Intelligence for Financial Services

            Get predictions about Retail Management and Wealth Management customers who are likely to churn and reduce their likelihood to churn by analyzing their churn scores. Identify Wealth Management customers are likely to add more assets in a specific period, pursue such customers by pitching products for sale to increase your assets under management. Get predictions about recommended products that you can pitch to customers who are likely to buy the products in a certain period. Maximize your revenue by persuading the customers to buy the recommended products.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
            • Churn Prediction for Retail Banking Customers
              Get predictions about Retail Management customers who are likely to churn and reduce their likelihood to churn by analyzing their churn scores. Churn predictions are based on data from customers’ accounts. You can also include Feedback Management and Sentiment Insights features from contacts associated with your customers' accounts.
            • Churn Prediction for Wealth Management Customers
              Get predictions about Wealth Management customers who are likely to churn and reduce their likelihood to churn by analyzing their churn scores. Churn predictions are based on data from customers’ accounts. You can also include Feedback Management and Sentiment Insights features from contacts associated with your customers' accounts.
            • Increase Your Assets Under Management from Wealth Management Customers
              Identify wealth management customers are likely to add more assets in a specific period. Pursue such customers by pitching products for sale to increase your assets under management.
            • Maximize Your Revenue by Recommending the Right Products to Customers
              Get predictions about recommended products that you can pitch to customers who are likely to buy the products in a certain period. Maximize your revenue by persuading the customers to buy the recommended products.
            • Scoring Framework Predictions
              Pitch the right products to customers and boost your revenue by analyzing customers’ likelihood of purchasing financial assets. Decrease customer attrition by taking steps based on the customer’s likelihood of churning. Sell an asset to an interested customer based on predictions and increase your customer’s assets under management. Get prediction scores based on the data of your accounts and contacts.
            • Scoring Framework Predictions on Actionable Lists
              Create an actionable list of the customers to prioritize and show the relevant predictions that Scoring Framework generates on the list so that you can focus on the right customers.
            • Revenue Intelligence Dashboards
              Identify customers with churn scores that indicate they need your attention and take steps to retain them. View details of customers who are likely to add assets and take appropriate action. View product recommendations for customers who are most likely to buy your products.
             
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