Customer Intelligence & Next-Best-Action
One customer-intelligence layer (segmentation, lifetime value, product propensity and next-best-action) telling relationship managers who to engage, with what, and when.
Solution Overview
The Challenge
Customer analytics is spread across separate models and teams (one for segmentation, another for churn, another for campaign targeting), none of which agree and none of which reach the relationship manager in time to matter.
- 1Fragmented, siloed customer models that disagree with each other
- 2Product-led campaigns rather than customer-led next best actions
- 3Relationship managers prioritizing by instinct with no value or propensity view
Our Approach
CloudGate builds one customer intelligence layer on Microsoft Fabric and Azure Machine Learning: value-based and behavioral segmentation, customer lifetime value tiers, product propensity scoring and next-best-action recommendation, all from a single certified customer view.
- Value-based and behavioral segmentation with lifetime value (CLTV) tiers
- Product propensity scoring for cross-sell, upsell and retention
- Next-best-action and contact-strategy recommendation per customer
Typical Outcomes
Typical outcomes for this solution pattern, not the results of a named client engagement.
Technologies Used
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