Leveraging big data and digital tools to empower the sales team, the AI Banker, covering retail business scenarios from bottom up, innovates the management models, and improves the overall sales management modes of banks. The ability in detailed management of retail teams could also be fully enhanced.
Business Challenges
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Diverse demands in banking market
Large customer service volume and diverse products in retail banking pose a big pressure on bank service personnel.
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Lower matching degree of customer group management
There is no business philosophy based on customer groups, and no refined customer group marketing strategy.
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No effective tools in internal sales management
Marketing opportunities are complicated, and system empowerment and data analysis ability for business opportunity generation, distribution, follow-up and effect diagnosis in the internal management of banks are insufficient.
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Demand for systematic middle and back platform management
The implementation of quality management needs detailed measures such as records reserve and conversion funnels.
Focusing on six major application scenarios, improving customer experience with acute insight of their demands and timely responses, and driving team productivity improvement with digital sales management system.
· Customer: With the insight strategy of big data, through the mobile Internet technology empowering the stock management, marketing and customer acquisition, and the scenarios of mobile integrated terminal, our product helps to realize the whole-process operation both online and offline.
· Team: Empowered by AI technology, our product can promote the innovation of sales management model through management system of digital, standardized and intelligent targets, processes and teams.
Customer Cases
- Solution Overview
- Business Challenges
- Product Solutions
- Product Strengths
- Customer Cases
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