Exceed customer expectations

Banks and wealth managers are challenged to meet and exceed customer expectations in today's always connected, socially networked world. It is imperative for financial institutions to focus on engaging with their customers to remain competitive. IBM Customer Insight solutions help financial institutions achieve digital transformation and redefine customer relationships. Customer insights provide deep knowledge about customers to optimize each interaction with every customer.

Perform accurate segmentation

IBM Customer Insight solutions are pre-built, industry-specific solutions that combine predictive analytics and machine learning to deliver deep insights into customer behavior. The solution is delivered through cloud-based APIs. It provides predictive analytic models and interfaces, along with capabilities that streamline collection and cleaning of data for analysis that allow for accurate segmentation. Customer insight helps organizations develop a deeper understanding of their customers, make better decisions and act with greater speed.

Personalize customer offers

Customer insight enables financial institutions to predict customers’ financial and life-changing events, and to create personalized offers and engagement programs. The solution delivers granular micro-segmentation beyond the usual demographics in order to engage customers with relevant actions. This can deliver improved revenue, customer satisfaction and retention.

Customer stories

An insurance and financial services firm transforms life-events data into value

A US insurance and financial services company runs predictive models in near-real time, gains insight into data and predicts future savings of $50,000 per day.

A bank delivers more relevant offers and boosts loyalty using IBM customer insight

A large global bank is using customer insight for banking to develop a 360-degree view of each customer across all channels and to study behavior in real time to provide more relevant offers, delivering stellar service and boosting loyalty.

Additional resources

The science of client insight

Learn new ways of analyzing digitally connected clients, from dynamic segmentation to the use of advanced analytics.

Finance in focus: Client conversations at the Forum for Financial Services

Learn about the benefits of IBM customer insight solutions from Pershing, Southern Farm Bureau Life Insurance Company, USAA and US Bank.

Finance in focus: Fintech drives the adoption of cognitive

Financial institutions have big data, but they haven’t maximized the use of it. Understand the value of data to provide personalized, customized, relevant service for clients.

Realize tomorrow today: Digital reinvention in banking

The IBM Institute for Business Value reports on how leading bankers are prioritizing digital reinvention, secure platforms and ecosystems. Learn more in this IBM IBV report.

Augmented intelligence in banking: Clients at the heart of automation

We are now moving from a coding world to a learning world. The learning world is characterized by systems with three key elements: knowledge, skills and experience.

Business. Technology. Insights. Experience THINK 2018

From blockchain and banking to quantum computing, THINK 2018 featured industry leaders sharing strategies and smart talk on the key challenges facing business today. Check out their insights, for your competitive advantage.

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