Profile your clients
to have a 360° view
We can profile and cluster existing clients in a multidimensional and modern way and provide any of them with the solution and type of communication that maximize the individual Financial Wellness
Find out moreNeeds Mapping
Identifies the needs and objectives of individual customers, both of a financial nature (various types of investments and loans), and insurance (protection of people and things).
Once the needs have been identified, all the appropriate Next Best Actions can be activated (upselling / cross-selling, customer retention, etc.).
Financial Wellness Index
We are able to calculate your client’s level of financial well-being and we can help you on maximizing it.
The algorithm underlying the financial well-being index calculates the ``fit`` between various possible product mixes and the specific customer profile.
Interested? Let's get in touch!
If you want to know how to profile and cluster your clients in order to know them even better, contact us!