UP-SELL CROSS-SELL ANALYTICS

Up-sell Cross-sell Analytics

Understand consumer and investor behaviour to identify cross-sell / up-sell opportunities to expand share of wallet from existing investors. This will increase AUM per investor portfolio and thus drive top-line revenue of buy-side institutions including wealth managers, private banks, financial planners, RIAs etc.

Solution Overview

Aggregate 360 degree client data from CRM/MDM/OLTP databases to capture holistic view of client relationship.

Supplement data pertaining to client risk profile and investment goals with their current financial positions and historical data from internal data-warehouses.

Structured and unstructured external alternative datasets from the social media, credit bureau, data aggreagtion services(Yoodle,Discover,etc).

Insights Drawn

Propensity to consume product/service.