Our system automatically gathers information on user behavior via interactions on Web and Mobile applications and provides analytical data for those behaviors, specifically:
- Data aggregation from all systems: mobile, web, core system, logs, CRM system…
- Providing multidimensional customer profiles: basic information, transaction details, services used, interactions across systems, customer journey, encountered issues,…
- Segmenting customers into different groups based on transaction profiles.
- Tracking user software access and usage to understand user habits and needs.
- Tracking customer journey across systems. Identifying pain points to implement system and process improvements.
- Machine learning system to predict customer segments:
- Customers who might transition from inactive to active status.
- Customers who might upsell.
- Customers who might churn.
Based on this, the system generates care scenarios and adjusts policies (products, transaction fees, lending fees, interest rates, etc.) to enhance customer transaction capabilities and retain loyal customers.
- Creates real-time care scenarios for customers, tracking their actions and providing maximum support.
- Provides administrative reporting system for all levels to explore customer profiles.
- Suggest and recommend investment preferences based on user needs.
- Grasp customers’ latest securities investment trends in different periods to give the most suitable advice.
- Adjust mechanisms and policies to suit our target group of value customers.
- Develop sales programs, sales campaigns, and packages of policies, services, and products appropriate for each customer segment.
- Optimize the effectiveness of customer care and development on the right target group.
- Increase interactions between securities companies and customers.
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