Intelligent sales platform, eFX Sales and trading business of a top tier international bank
- #product management
- #project management
Business Goals
Create a tool that helps sales teams automatically track onboarding, performance, pricing, attrition and satisfaction of their clients.
Solutions
Existing CRM functionality was expanded to add client management workflows, alerts to predict client behaviour, attrition, cross-sell and identify optimal pricing. Metrics created to track Web / App / Desktop platforms usage to optimise client experience and conversion rate.
Value Delivered
- Streamlined customer journey.
- Increased efficiency of sales teams who could focus more on top clients leaving the tail of the customer base in hands of algorithms.
- Insights about customer behaviour highlighted problem areas.