Case Study

Cross Sell Transformation for a leading financial services firm

Cross Sell Transformation for a leading financial services firm

Pages 3 Pages

1 © Copyright BRIDGEi2i Analytics Solutions Pvt. Ltd. All Rights Reserved. One of the largest financial services company in India. About the Client The client, a large financial services firm, has a large base of existing customers. This firm has multiple product lines spanning consumer finance portfolios such as consumer durable loan, personal loan, home loan, auto loan as well as insurance and wealth management. The client wanted to grow this large base of existing customers by improving cross sell to increase the number of products per customer. There was a need to build a mechanism to proactively identify the most appropriate conversation to be had with any given customer making sure that the product offered is the most suited i.e. matches what the customer is looking for. Su

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