Improving net business outcomes with AI

Improving Net Business Outcomes With Ai for India's Largest Private Banking Group

India’s largest Private Banking Group has been designed to deliver a premier banking experience for high network individuals (HNIs). The teams consist of Relationship Managers (RMs) and Senior Relation- ship Managers (SRMs) who are mandated to increase net business per customer through cross sell of wide range of banking products.

Challenges

Wealth Banking services require high degree of personalisation, but delivering this at scale requires analysing large amounts data to generate rele- vant insights and actions.

Product range is diverse, so identifying and developing differentiated expertise among salespeople is necessary in order to deliver an improved customer experience.

Wealth management sales is intensely relationship based and hence, capturing sales metadata is key to ensuring seamless transfer of customers in case of attrition.

Solution

At Vymo, we process terabytes of month. This data feeds into a model which can correlate engagement type and frequency with outcomes. Using this we create a framework to understand what an agent should be doing on a daily basis to meet their most critical business objectives.

Impact

Suggestions Accepted

Calls originated from Suggestion

Activities completed that originated from Suggestions

Daily User Adoption

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