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Stories of our customer success
Discover our repository of case studies that showcase real-world examples of how we are modernizing data for customers.
Leveraging AI and ML to Understand Customer Behavior in Banking
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Highlights
An improved 360-degree customer view enhanced the customer-facing support processes
An improved 360-degree customer view enhanced the customer-facing support processes
Overview
Mastech InfoTrellis spearheaded a transformative shift in banking operations for our client, revealing nuances in customer relationships between small businesses and retail clients. We streamlined this information's storage, management, and distribution by implementing an innovative Cloud-based Data Lake. This optimization enhanced customer-facing activities by accurately identifying new sales opportunities that powered the bank's strategic growth initiatives.
Client
A leading banking institution
Geography
North America
Industry
Finance/Banking
Offering
Neo4j Graph DB, IBM MDM, React UI, PowerBI
The Challenges
- Hindered by the absence of C2C relationship tracking, the bank struggled to maintain a comprehensive view of client interactions
- Small business customers needed more coverage of B2B and B2C relationships from traditional external vendors (e.g., D&B)
- Incomplete customer information impeded integral services and obstructed the identification of valuable cross-sell and up-sell opportunities