Achieve the benefits of creating personalized experiences for your customers.

ibm.co/bankinginsight

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Key Business Metrics .....................

Foreseeable Financial Events

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Anticipated Life Events

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Customer Insight for Banking

Generate segments based on behavior

Identify behaviors

correlated with account activity

Foresee future life and

financial events

Use insights to drive offers to clients

In-depth understanding of customers helps enable effective decisions

Let’s put the pieces together

SpendingWhat WhereWhen

Account fundingAmountsFrequencyRegularity

InteractionsOnline and mobileCall center

Branch and ATM

Client behaviors

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Benefits

Boost cross-sell and wallet share

Enhance customer service and reduce churn

Drive revenue growth through compelling offers