Global Consumer Banking

Identifying Opportunities for Growth in Financial Services.


Improve the inbound sales processes through more targeted offer strategies, reporting and measurement.


Identified growth opportunities through integrated data analytics strategy:

  • Created integrated data models
  • Integrated segmentation, predictive models and tracking into call center processes
  • Implemented sales optimization tools
  • Phone officers made more relevant offers based on propensity modeling and economic returns
  • Leveraged real-time triggers to optimize channel selection


Data-optimized sales processes deepened customer relationships and increased revenue:

  • Offers generated 4x higher acceptance rates
  • Increased net present value by 20%
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