Customer Intelligence Management for Retail, Banking & Insurance

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Customer Intelligence Management For Retail | Banking | Insurance @allsight #customerintelligencemanagement www.allsight.com

Transcript of Customer Intelligence Management for Retail, Banking & Insurance

Page 1: Customer Intelligence Management for Retail, Banking & Insurance

CustomerIntelligenceManagementForRetail|Banking|Insurance

@allsight

#customerintelligencemanagementwww.allsight.com

Page 2: Customer Intelligence Management for Retail, Banking & Insurance

ExistingITplatformsconsolidatepartial(MDM,DW)orcomplete(datalake)data,butdon’tsynthesizeitintoaCustomer360orgenerateintelligenceabouteachcustomer.

Thisinabilitytohandleunstructureddata,andfragmentsofdatacreatesaninabilitytoderiveinsightsfromfragmentsofcustomerdataoridentifynon-obviousrelationships. Lackofanunderstandingofthecustomerjourneyorindicatorsofbehaviorthatcouldhaveanimpactonhoworganizationsmarket,sellandservicecustomers.

THESTATUSQUO

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CIMisdesignedtocreateandmanageanintelligentCustomer360.

Itcombinesdatamanagement,analyticsandactionintoasinglesystemthatprovidesintelligentcustomerdatatobothoperationalandanalyticalapplications,fromcommerceplatforms,toCRMsystems,tomarketingapplications. CustomerIntelligenceManagement(CIM)generatesdeepcustomerintelligencefromALLsourcesofdata,andcontinuouslyevolvesandseeksoutnewcustomerdata.

CustomerIntelligenceManagement(CIM)

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CustomerIntelligenceManagementforretailcreatesacompletecustomer360thatenablesorganizationstodriveactionforeachdepartment.Itprovidesinsightintocustomerpreferencesbyingestingdatafrompurchasehistoryandwebchatsforcustomerserviceteamsandcompetitivementionsformarketing.

Itempowersdecisionmakerstotraverseandconnectcustomerstoeachotherusinggraphandenablesmarketinganddataanalyststoexploreandexaminewhoindividualcustomersareconnectedto,howtheyareconnected,andidentifydriversforcustomerbehavior.

Retail

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CustomerIntelligenceManagementingestsandautomaticallysynthesizes,understandsandmanagesdatafromexistingbankMDMsystems,datalakes,accountandloansystems,andunstructuredcontentsuchassurveys,Onlinebankingweblogsandcallcentertranscripts.

CustomerIntelligenceManagementinfersadditionalattributestogeneratedeepercustomerintelligencesuchassentiment,customerjourney,andrelationships.Bankscancreateacustomerprofilethatevolvesbybringinganynewsourceofcustomerdata.

Banking

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CustomerIntelligenceManagementinstantlyretrievesvaluablepolicyholderinformation,suchassentiment,claimshistory,premiums,andpolicycoveragedetailsandmakesitavailabletousers.

Agentsandbookerscanup-sellandcross-sellproducts– alertsandnotificationcanbetriggeredwhenpolicyrenewalsareapproaching,ormarketinghas“bundled”offersavailable.Marketinganalystsandunderwriterscanusenewinsights(sentiment,inferences,indicators)todriveriskmodelsandtailorproductofferingtimedtolifeevents.

Insurance

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Anewsetofrequirementshaveemergedaroundcustomerexperienceforunderstandingthecustomerjourney,attitudes,andactions,andthenbeingabletopersonalize,marketandservicecustomersbetter.Whodrivesthoserequirements? Yourcustomersdo.

Expectationsaresetbythebestcustomer-centriccompaniesintheworld.CustomersexpectanAppleorAmazon-likeexperience,evenwhentheydealwithatelco,insurancecompany,bank,orlocalretailer.Customersarealreadydemandingthisofyourorganization.

Areyoureadytomeetthechallenge?TheeraofCustomerIntelligenceManagement

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LearnmoreaboutCustomerIntelligenceManagement

www.allsight.com