CRM with artificial intelligence

As a follow-up to the technological strategy of one of the leading financial institutions, a machine learning algorithm is implemented to predict and prioritize the best offering mix to propose to customers, with the aim of increasing cross-selling and linking of the installed customer base.

By implementing ML, it is possible to enhance the commercial strategy of the entity, broadening the customer vision and integrating with the current CRM, which will increase the probability of success of the actions to be carried out, improving income and customer satisfaction and loyalty. For this, the algorithm prioritizes through existing campaigns crossing with alternative products such as loans, mortgages, funds, cards, pension plans, or different types and insurance coverage (home, health, car)

As output, it is intended to show the improvement by measuring the increase in specific indicators such as: