In this client case study iKnowtion developed a mechanism that identified customers who were likely to make a variety of critical financial transactions that could impact customer loyalty and profitability.
Download the case study to learn:
- How a new tool and update process helped a financial services company retain critical customer assets
- A method for predicting the likelihood of customers to transfer assets in and out of an account and the expected amounts
- How automated targeting provided timely, critical customer information so our client could make contact with their customers prior to them completing key transactions.