Financial Services

The one place for all our Industry-specific sales collateral to help you grow your business with us

Trending across our clients:

AI-driven Callcenter

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Key benefits:
  • Improve agent’s productity / performance
  • Increase capacity & reduce Costs

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Slide decks:

Persona 360:

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Sucess stories one-pagers:
AI-Driven upselling by digital and unstructured data for Ceska sporitelna (Erste group)
Branch Personalization Solution for Ceska sporitelna (Erste group)
Detecting Churn/Leads In Service call transcripts
Generating leads using customer feedbacks (free text) by NLP for VIG, esure and Uniqa

Hyper-personalization

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Key benefits:
  • Improving upsell/xsell/retention 
  • Increasing quality/performance of chatbot
  • Personalized chatbot experience
  • Predicting claim’s severity

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Slide decks:

Persona 360:

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Webinars recordings:

Demo recordings:

Dynamic Pricing

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Key benefits:
  • Improve profitability
  • Increase productivity of Pricing teams

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Slide decks:

Personalized pricing in insurance:

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Sucess stories one-pagers:
Augmenting Pricing/Underwriting by ML-model and explainable approach for Triglav insurance
Personalized Pricing for Non-life Insurance UNIQA insurance
Inbound Email routing and classification for Triglav insurance
Predictive claim severity for process automation for Uniqa insurance

Our Data AI Product for FSI

AI-driven Fraud/Risk

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Key benefits:
  • Improving risk/fraud/AML models
  • Increase productivity
  • Reading documents for underwriting

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Slide decks:

Anti-fraud solution:

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Sucess stories one-pagers:
Enriched Fraud Detection Model for esure (UK)
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PERSONA 360: Designed for retail banks and insurance companies, Persona 360 unifies customer profiles using an intelligent data model. It enhances these profiles with digital behavioural insights and unstructured data such as call centre recordings.

Persona 360:

AI-driven personalization built on a Databricks Lakehouse

  • AI-driven personalization built on a Databricks Lakehouse
  • Using Generative AI to call and warm up customers
  • Presentation includes best practices and success stories

Persona 360:

  • Introduction of the AI-driven personalization product for FSI
  • Presentation includes workshop offerings and references

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