Copyright © 2018 CognitiveScale. @CognitiveScale | cognitivescale.com CUSTOMER A large investment management firm that manages long term savings of millions of customers. PROBLEM The customer wanted to ensure the successful rollout and customer adoption of its mutual fund web based application. To ensure its success, the company sought to identify which of its customers had the highest propensity to adopt the new platform. SOLUTION The company addressed this challenge by adopting Profile of One and segmentation model technology from CognitiveScale. The solution ingests data including customer demographic information, fund holdings, fund transactions, contribution history, third party private data, and other information to segment customers into distinct profiles or clusters. The

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