Success Case | AI Model for Corporate and Investment Banking Identifies Next Best Products for 11k Clients
A European Bank with over 6 million customers, 380 branches and annual revenues in excess of €2B.
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The Challenge
The customer needed a shift from client propositions based on relationship manager intuition to fact-based, revenue-driven proposals for all clients. Additionally, the goal was to transition from client-driven discussions about product needs to empowering relationship managers to proactively lead the next product conversation.
The Solution
Keepler developed a cutting-edge model to automatically generate personalized lending, deposit, and revenue-driving suggestions for clients. They utilized AI to cluster clients for enhanced product-based analysis, integrated customer historical data into a unified CIB data product, and swiftly created an intuitive dashboard to display results in a user-friendly environment.
Business Impact
- >40k opportunities identified across portfolio
- ~76% of opportunities can be pursued by RMs now or soon
- ~92% of opportunities are relevant for client needs
- >11k corporate clients analyzed monthly
Keepler is a full-stack analytics services company specialized in the design, construction, deployment and operation of advanced public cloud analytics custom-made solutions. We bring to the market the Data Product concept, which is a fully automated, public cloud services-based, tailored software that adds advanced analytics, data engineering, massive data processing, and monitoring features. In addition, we help our customers transition to using public cloud services securely and improve data governance to make the organization more data-centric.
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