
SideKYC
SideKYC® is an advanced data analytics software that finds the Next Best Actions for sales department and for the company through customer profiling.
SideKYC® analyzes securely internal and external data of bank and insurance companies. It can profile customers, identify individual needs and map them with the best product.
It’s a useful tool that can help the relationship managers accurately into the sales process with next best actions and product recommendation for their customers.
Key Algorithms
-
Financial
DNA®Collects key data to profile customers using the most useful principles of behavioral economics, cognitive sciences, a theory of sample surveys. It also dissects MIFID, IDD, ESG.
-
Future Potential Index®
Segments customers and identifies those with higher potential; it can also be used in reverse, in customer retention, to identify customers with a higher probability of leaving.
-
Needs
Mapper®Identifies any kind of users financial needs (financing, investing or insurance).
Once the needs are identified, all the opportune best actions can be activated. -
Product
Mapper®Automatically identifies which needs and goals are satisfied by financial and insurance products, cataloging them in a perfectly functional way to a customer-centric logic.
0 %
0 %
of customer capacity
0 %
by relationship managers