Customer sucess story

Bpifrance

Banking product recommendation engine

In view of the increasing number of products on the market and the eligibility criteria to be studied for each application, the recommendation engine simplifies the qualification of proposals.

Challenge

Helping thousands of sales representatives to prospect even more intelligently

Improve the efficiency of sales representatives' appointments. Navigate through more than 200 products to identify the one that corresponds to the moment in the customer's life.

?
How do you enable sales representatives to identify the most relevant products for a prospect or customer from among dozens of products? How to automatically check fundamental eligibility? How to access daily refreshed recommendations?
A single engine for cross-category offers (financing, warranty, innovation...) with significantly different past sales volumes

Challenge

Helping thousands of sales representatives to prospect even more intelligently

Improve the efficiency of sales representatives' appointments. Navigate through more than 200 products to identify the one that corresponds to the moment in the customer's life.

?

How do you enable sales representatives to identify the most relevant products for a prospect or customer from among dozens of products? How to automatically check fundamental eligibility? How to access daily refreshed recommendations?

A single engine for cross-category offers (financing, warranty, innovation...) with significantly different past sales volumes

Result

BOOST SALES PERFORMANCES

15M

Company analyzed

100%

Open source Gen AI

+2M

Recommendations

Solution

Banking Recommandation Engine

Banking Customer Journey

Construct and label prospect/customer behavior at different moments in their lives

Banking Product Scoring

Calculation of the products best suited to the customer and his life stage

Solution

Banking Recommandation Engine

Banking Customer Journey

Construct and label prospect/customer behavior at different moments in their lives

Banking Product Scoring

Calculation of the products best suited to the customer and his life stage

Results

BOOST SALES PERFORMANCES

15M

100%

Company analyzed
Open source Gen AI

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