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How AI and Graph Analytics Transformed Customer Insights for a Leading US Bank

Highlights

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Delivered a unified 360° customer view by integrating graph analytics into existing systems.

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Equipped bankers with real-time, actionable relationship insights via a user-friendly UI.

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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.  

Client

Leading US Bank

Geography

United States

Industry

Banking & Financial Services

Offering

AI/ML-powered CRM, Graph Database Integration, Data Stewardship UI, CDI/DaaS Enablement

Tags: AI and Analytics

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  • Reliance on outdated, incomplete external data for relationship insights.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. 
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