Client 360 Solution

Customer data is often siloed across systems such as CRM, policy admin systems, client financial review documents, call recordings, handwritten notes, and more. This fragmentation leads to a loss of opportunity, missed chances to improve customer satisfaction with more tailored service, and increased risk.

Our Digital Experts, built on Purple Fabric, identify investment opportunities, tracking life stage triggers, identifying vulnerabilities, predicting churn, actively tracking transactions, service engagement, analying feedback, and more to create a comprehensive 360-degree view of each client. This multi-agent solution analyzes risks, identifies opportunities, predicts customer needs, and proactively fosters enhanced ongoing engagement and with personalized advice.