Highlights
Delivered a unified 360° customer view by integrating graph analytics into existing systems.
Equipped bankers with real-time, actionable relationship insights via a user-friendly UI.
Established a scalable, future-ready AI/ML foundation supporting fraud detection and compliance.
Overview
A leading US bank partnered with us to address gaps in uncovering hidden customer relationships. Legacy systems failed to capture complex personal-business linkages, limiting cross-sell potential and increasing risk. Our AI-driven graph solution delivered a 360° view of customer networks, empowering relationship managers and driving measurable business outcomes.
Leading US Bank
United States
Banking & Financial Services
AI/ML-powered CRM, Graph Database Integration, Data Stewardship UI, CDI/DaaS Enablement
The Challenges
- Limited visibility into P2P, B2B, and B2P linkages, especially among small business customers.
- Reliance on outdated, incomplete external data for relationship insights.
- Lack of actionable intelligence for cross-sell, up-sell, and personalized engagement.
- Disconnected systems and poor CRM integration hindered a unified customer view and effective risk management.