The Customer Value Maximization Platform is a Business Application that seeks to cut down the complexities that currently inhibit the process of engaging with customers.

It requires zero training and we pride ourselves on this. It has been built for business users. No tech geek lingo here and neither is there any analytics lingo here. You don’t have to understand the difference between logistic regression, a linear regression or a segment or anything else. It does not matter. All the heavy lifting is transparent to the users.


You can intelligently segment customers without even knowing the basics of analytics!


The whole platform works completely on the cloud. It is pay for use without any capital investments. All your customer master data and your transaction data is aggregated and organized in a predefined format, which is then loaded on to the cloud – into a financial institution specific data warehouse. And since it is cloud-based, it is very secure.


It goes without saying that such a process has to be simple and easily executed – by anyone, across any media, anywhere. It is also understood that such a process must eschew ‘mandatory’ infrastructural requirements.


The benefits of the Customer Value Maximization Platform lie in the fact that it is a business application which exactly fulfills the criteria mentioned above.


The Customer Value Maximization platform offers a range of unbelievable features never made available before! Designed exclusively for use by retail financial services firms. The only platform of it's kind in the world.

Design and Execute Conversions
Data Organization
Training Platform
Target Customers
Data Security
Business Objective

In a nutshell, the Customer Value Maximization platform makes retail financial firms into powerhouse business performers as a result of cross-selling more products, upselling to grow portfolio, engaging consistently with customers, improving customer loyalty and lock-in influencing referrals, and deepening customer connection with the organization. There can be no greater benefit than this.

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What's your score?

Know what? You are not alone – less than 0.2% of the world’s financial services brands can stake the claim that they can do all this.

See how our Customer Value Maximization Platform can help you maximize value in your engagement with your customers!

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Congratulations! You are probably in the top 0.2% of the world’s leading financial services brands.

See how the Customer Value Maximization Platform can simplify your engagement with your customers!

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Score how well you are maximizing customer value

Answer 7 questions to figure out how well you are maximizing customer value.

Do you continuously engage with every customer in your portfolio – even when they don’t visit your branches – not just to wish Happy Birthday or Merry Christmas, but to truly grow value?

Is every non-branch interaction with your customers intelligent enough to consider relationship history, relationship value and customer exhibited behavioral traits and preferences? Every single interaction?

Do you know which customer to include and exclude, when to do so, and with what message, when you want them to buy your products and services? Do you do this without offline / online spamming?

Is there a clearly articulated strategy, understood by everyone? Is it being implemented by all stakeholders cohesively working together, to maximize customer value?

Do you proactively arrest customer value decline, even when customers don’t yell, or send stinkers to support? For example, when card spends decline steeply, do you auto-activate those customers?

Can you do all the above by clicking a few buttons – without investing in an army of IT, Analytics, Marketing and Product Managers?

To sum up, do you continuously grow customer value – measured on both revenue and relationship dimensions – evidenced by portfolio revenue and business value metrics?

To score yourself, you need to take the quiz!

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