Video | Financial Institution Optimizes Customer Relationship Value through AI and Innovative Data Approach

A financial institution needed to effectively assign its relationship managers to optimize service, balance resource workloads and maximize revenue. We helped them develop a graph data structure and algorithms in the Microsoft Azure environment to organize and analyze nested banking customer relationships.

This reduced daily data processing time by nearly 96% and automated more than 90% of client relationship management assignments. This banking client now leads the way in financial services innovation, thanks to its data-driven design, mapping and staffing of customer relationships and account management. Read the full story to learn how we help our clients leverage data and AI/ML to improve their customer relationships, data-driven insights and increase revenue generation.