Identifying Opportunities for Growth in Financial Services.
PROBLEM
Improve the inbound sales processes through more targeted offer strategies, reporting and measurement.
SOLUTION
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
VALUE
Data-optimized sales processes deepened customer relationships and increased revenue:
- Offers generated 4x higher acceptance rates
- Increased net present value by 20%
