Financial Services

Analytics to drive customer value, decision making and profitability

Banking, mutual funds and insurance – their requirements of analytics and customer data are quite diverse, and the maturity levels of data use across organisations is similarly varied. We see exceptional customer data and analytics being present in many organisations, and the need is either to bring in a better direct marketing view to help improve response, or to question the status quo and bring in new thinking. The end goals, however tend to be similar – better acquisition, retention, lifetime value, targeted campaigns, marketing spends, channel.

 Customer LoyaltyCRM & Customer ValueWeb and Social AnalyticsCampaign ManagementProduct AnalyticsAssortment and MerchandisePricing AnalyticsChannel and NetworkReporting and Tracking
Retail & QSR                  
Online / Ecomm                  
Travel & Hospitality                  
Consumer Durable                  
Financial Services                  
Telecom & DTH                  
Media & Publishing                  
Our experience

At Cartesian we have worked extensively with a wide variety of financial services players including – banking, general and life insurance, asset management fims, the stock exchange, leasing firms, personal and auto loans, money transfer businesses. The work has been around design of loyalty programs for customers and channel, analytics to drive repeat and retention, building of reporting and indices, forecasting and fraud management.

Our solutions for the financial services:
  • Customer loyalty program design/audit.
  • Analytical CRM: Data driven campaigns to improve customer value through repeat, retention, cross/up sells, targeted long tail campaigns.
  • Managing Customer value across lifestages: Establishing lifecycles, journeys, next best product and service, associations.
  • Customer clustering and segmentation.
  • Analytics and campaign management for the direct to customer channel.
  • Chanel loyalty programs, clustering and segmentation of agents and brokers, benchmarking performance within peer-groups.
  • Fraud management models to capture potentially fraudlent claims in motor and health Insurance, models to detect patterns that indicate fraud in trades and transaction services.
  • Others: Reporting and dashboards, early warning systems, touchpoint audits.

Need more help as a financial services organisation? Contact Us

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