Next Best Action in Banking: From Data-Driven Triggers to Strategic Customer Orchestration

Why Banks Lose Relevance Despite Abundant Data Banks have access to more customer data than ever before. Transaction histories, channel interactions, product usage, behavioral signals, life events – everything is available. Yet many institutions struggle with declining effectiveness in customer engagement. Offers arrive too late, through the wrong channel, or without meaningful context. The root

Hyper-Personalization in the Customer LifecycleManagement with Insurance: Why Relevance Doesn’t End at the Sale

insurance hyperpersonalization customerlifecyclemanagement
The insurance industry has discovered hyper-personalization. Data, triggers, contextual targeting – much of this works better today than ever before. Insurers use life events like getting a driver's license, buying a house, or starting a family to offer the right policy at the right moment. Yet in practice, personalization is often limited to a single

Merchant Recognition in Banking: How Clean Merchant Information Boosts Customer Loyalty and CLM Success

Understand How Banks Use Merchant Recognition to Enhance Transaction Data, Reduce Service Costs, and Delight Customers with Smart Analytics Why Banks Should Embrace Merchant Recognition Now Imagine your customers open their banking app and, instead of cryptic codes like “REWEGRP001BERLIN” or “AMZN*MKTPLC DE“, finally see plain language: “Rewe, Berlin, Groceries” or “Amazon Germany, Online Shopping.”

Incentive management as a lever for successful credit card lifecycle management

incentive management for customer lifecycle management with creditcards
What Is Incentive Management in Banking? Incentive management refers to the targeted allocation of monetary or points-based rewards to trigger desired customer behavior. In the banking sector—especially in the credit card business—it’s a proven method to: Increase card activation rates Promote regular usage Reactivate dormant users Win back customers at risk of cancellation With the