Customer Value Maximization Platform


Enterprises can maximize customer value only through continuous, relevant, context-appropriate, timely engagement with customers. Understanding how to maximize customer value is not difficult, but executing on that is quite a challenge, requiring too much juggling around of processes, tools and human capital. In such an environment, customer value maximization seems to be a utopian ideal for most organizations. The concept of Customer Value Maximization is simple to comprehend - Understand customer needs, Offer them products to buy, Incentivize them to upsize, Cross-sell other products and invite referrals. But how do you even maximize value? Which customers do you invite to buy what products and services? Do you even know when a customer relationship is declining?

To understand more about the challenges of customer value maximization, read on…

The Concept of Customer Value Maximization Platform

How our Platform works

What is unique about the platform is that it does all the heavy lifting, in terms of data organization, analytics, integrations, segmentation, conversation design, engagement modalities, etc. All that the user has to do is to click a few buttons and presto!, everything happens - customers get contacted with the relevant messaging, tracking is done, response measured, profiles enriched. The entire cycle, end-to-end gets actioned. All this with just a few button clicks. And almost no thinking. No exaggeration here.

To know more about how the platform works, click here…

Platform description

The Customer Value Maximization platform is designed around your business objectives, not around channels, or customer segments, or analytics, or voice calls, or anything else. At the heart of the Customer Value Maximization platform are your business goals. Cross-sell, Upsell, Retention, Activation, Revenue Growth, Balance build-up, Loyalty, Advocacy, etc. The platform is designed to help retail financial services firms - banks, credit unions, card issuers, investment funds, etc. to maximize customer value. Not only is this platform the only one of its kind of the world in terms of its business goals centered design, but it also makes achieving those business goals almost trivial.

Learn more about the platform and how it works…

CRM Solutions - Customer Value Maximization Platform

Features & Benefits

Features & Benefits

From zero effort data analytics, to pre-built segments, ready to initiate conversations with customers, the platform has it all. While the platform itself is on the cloud, your data is located on a separate private cloud instance, ensuring complete data security. The overwhelming benefit of the platform is that it makes it a breeze for retail financial institutions to maximize customer value dramatically, sometimes by an order of magnitude.

Read about all the features and benefits of Customer Value Maximization here…

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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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