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Solution

The customer analytic record

Unlock CX personalization and profits in financial services.

Your customers enjoy a consumer-grade experience with numerous brands they interact with—why should this be any different for banks and insurers? In today’s rapidly evolving financial services landscape, providing a seamless, personalized, tailored customer experience (CX) is the need of the hour!

The Customer Analytic Record (CAR) serves as a centralized repository that aggregates various customer data across multiple touchpoints, which aids in understanding customer behavior and preferences, and supports data-driven decision-making. The CAR enables banks and insurers to offer personalized customer experiences and efficient service, thereby fostering customer satisfaction and loyalty.

Organizations that implement our CAR solution can effortlessly tap into the multiverse of customer data and maximize its potential by:

  • Improving customer experience and satisfaction
  • Reducing customer attrition
  • Increasing customer personalization and tailoring
  • Enhancing cross-selling and upselling
  • Advancing risk evaluation and underwriting

Your journey to unlock a personalized customer experience and profits is just a click away.

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Research and insights

Point of view

Financial health grows with customer trust and advocacy
Point of view

Reimagining the financial services omnichannel customer experience

Meet our experts

Arindam Choudhury

Vice President, Banking and Capital Markets Head, Financial Services Insights and Data

Alok Benjwal

Vice President, Insights and Data, Banking and Payments
Alok is a seasoned executive with more than 2 decades of experience in customer analytics, digital marketing, marketing and journey optimization, personalization and advanced data science

Mark Wright

Senior Director Banking and Capital Markets Financial Services Insights and Data

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