How it works

Typically most financial institutions have multiple products and services. You face numbers and performance pressures on all these products and services. Also you often run into conflicting business pressures to push asset and liability products. Then there are multiple communications needed to be had with customers. You have to activate some customers. You have to cross-sell to some. You have to upsize some relationships. And so on. And you have to do this for multiple products and services simultaneously.

How do you achieve all these business goals?

The Customer Value Maximization platform allows you to have conversations with customers. The smartness of the platform is the way in which it allows you to have conversations. It uses sophisticated machine learning algorithms running on a big data platform to analyze your customer master and transaction files. Once you set the business goals and the products for which you are trying to achieve those goals, the rest is a series of button clicks to design your conversation.


The platform already knows which customers to target. Which segments to include and exclude. Which customer cohorts to prioritize. What messaging to design. What kind of conversations to have over what channels.





Based on that, the platform dynamically suggests different criteria you may want to consider for your conversation. You simply select what you want and what you don’t want. And using the prebuilt assets, conversations get initiated with customers over multiple channels. And since this is about being able to understand all customer behavior, not only do conversations get triggered, but also customer responses are tracked and analysed for further action. The customer value maximization platform is channel agnostic too.

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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!

Take me to the Platform

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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