Broking Company
Customer Data Platform & Analytics
Use Case
- Data from multiple systems that manage customer experience
- All the reporting was done manually, and further expansion is challenging
- Increase the customer base, engage with current base and cross-sell
- Migrate customers from legacy platform to new and better platform
Benefits
- Customer Data platform is envisaged, ideated and created to address the limitations
- Almost 95% of the systems ae covered and information is fed to CDP
- Now, feeding information customer interface systems for various activities is possible
Users
- Enterprise level
Dashboard
- Customer Acquisition
- TAT for on-boarding/activating customers
- PMS propensity
- Revenue by customer, customer profitability
- Dormancy/Churn Propensity
- Session active, order and trade analysis
