Our Thinking

 
 

Case Studies

  • Franklin Templeton generates $600mn in new assets with Customer Genomics®
    7 min. read

    Franklin Templeton generates $600mn in new assets with Customer Genomics®

    Machine learning helps deliver highly personalized interactions to financial advisors to drive sales.

    Company Background Franklin Templeton Investments (FTI) is one of the world’s largest asset managers, selling mutual funds to investors through financial advisors (FA). One of FTI’s chief goals is to increase...

  • A leading private bank leverages behavioral sciences to improve delinquency resolution
    2 min. read

    A leading private bank leverages behavioral sciences to improve delinquency resolution

    Transforming delinquency resolution in the banking sector with the power of behavioral sciences.

    The Big Picture Delinquency is not only an unfamiliar situation for credit consumers but also one which is most often accompanied by temporary/permanent financial difficulty. Therefore, consumers display very little...

  • Automate insight generation from unstructured sources
    1 min. read

    Automate insight generation from unstructured sources

    A major US mutual fund automates insight generation using unstructured data from analyst reports.

    The Big Picture Asset management companies are perpetually in the race to capture mind-share from financial advisors by being relevant, contextual, and timely to drive product sales and adoption. A large portion of...

  • Recommend replacement products to advisors to drive sales
    1 min. read

    Recommend replacement products to advisors to drive sales

    A wealth manager develops a recommendation platform, resulting in a $1.5B incremental opportunity.

    The Big Picture Financial advisors, looking to add value to consumer investors, frequently rebalance their portfolios to keep with investor’s needs for risks and gains. This presents an opportunity for asset...

  • Identify major customer events using analytics
    2 min. read

    Identify major customer events using analytics

    A bank uses analytics to identify moments in the customer journey that lead to likely attrition.

    The Big Picture A leading bank had the highest share of young adults in the 18 to 26 years age group, but the proportion tails off in the subsequent older age groups. Given that customers’ profitability peaks in the...

  • Deliver next best product recommendations during customer interactions
    1 min. read

    Deliver next best product recommendations during customer interactions

    A bank uses advanced deep learning algorithms to determine next optimal product and service to existing customers.

    The Big Picture: A leading retail bank was facing low customer engagement and satisfaction with its customers. The existing analytical models on product propensities generated lower accuracy, and missed critical data...

  • Identify preferred store locations to enable personalized marketing
    1 min. read

    Identify preferred store locations to enable personalized marketing

    A payment provider traced customer geolocation and transactions data to personalize marketing.

    The Big Picture A leading payment provider wanted to understand the relationship between a shopper’s home location and preferred store locations in order to improve marketing efforts and make store-related business...

Our People

  • Arpan Dasgupta

    Arpan Dasgupta

    Client Partner

    • Leads consulting in FS, Telecom & Retail
    • Deep experience in delivering AI-driven transformation in frontline strategies with focus on customer personalization & digitization
    Arpan Dasgupta
    • Leads consulting in FS, Telecom & Retail
    • Deep experience in delivering AI-driven transformation in frontline strategies with focus on customer personalization & digitization
  • Ajoy Singh

    Ajoy Singh

    Chief Operating Officer

    • Leads delivery and capability development in area of AI and Big Data
    • Retail banking and risk management
    • Analytics and technology led strategy and transformation
    Ajoy Singh
    • Leads delivery and capability development in area of AI and Big Data
    • Retail banking and risk management
    • Analytics and technology led strategy and transformation
  • Sankar Narayanan (SN)

    Sankar Narayanan (SN)

    Chief Practice Officer

    • Business & functional transformation
    • Consumer Banking, Asset & Wealth Mgmt., Payments
    • Customer Analytics, Sales & Marketing Effectiveness, Digital Strategy, Risk Mgmt.
    Sankar Narayanan (SN)
    • Business & functional transformation
    • Consumer Banking, Asset & Wealth Mgmt., Payments
    • Customer Analytics, Sales & Marketing Effectiveness, Digital Strategy, Risk Mgmt.
  • Devendra Vanjara

    Devendra Vanjara

    Client Partner

    • Leads US practice in FS, Telecom and Retail
    • Expertise in customer, digital, sales & marketing analytics
    • Applying AI & Big Data technologies to deliver long term, sustainable values
    Devendra Vanjara
    • Leads US practice in FS, Telecom and Retail
    • Expertise in customer, digital, sales & marketing analytics
    • Applying AI & Big Data technologies to deliver long term, sustainable values
  • Bhaskar Roy

    Bhaskar Roy

    Client Partner

    • Leads Customer Analytics practice
    • Delivering top-line/bottom-line impact leveraging AI & advanced analytics across Tech, Telecom, Banking, Retail, Industrial IoT & FS industries
    Bhaskar Roy
    • Leads Customer Analytics practice
    • Delivering top-line/bottom-line impact leveraging AI & advanced analytics across Tech, Telecom, Banking, Retail, Industrial IoT & FS industries