Build holistic customer profiles with integrated data from documents, transaction records, behavioral signals, and historical touchpoints. Evaluate financial health using over 1,500 features.
See Your Customers from Every Angle!
The CAI Platform provides financial institutions with the ability to analyze customer behavior patterns comprehensively. By forecasting key actions such as spending, loan repayment, and investment interests, financial services can proactively tailor their offers and strategies.
Predict spending, loan repayment, and investment interests to tailor strategies.
Financial institutions proactively tailor offers, enhancing customer satisfaction.
Drive engagement by understanding customer needs and preferences in depth.
Keep Your Customers Coming Back!
The CAI Platform equips financial institutions with AI-driven tools to identify at-risk customers and recommend specific retention actions. By enabling proactive engagement, businesses can significantly reduce churn rates and improve customer lifetime value.
Analytics to detect customers who may be considering leaving.
Receive actionable alerts that suggest tailored engagement strategies.
Reduce churn and safeguard revenue through proactive engagement.
A unified customer view isn’t just a data upgrade—it’s a business advantage. Here’s how leading financial institutions are putting it to work:
| Department | Use Case | Outcome (Industry-Aligned) |
|---|---|---|
Risk & Underwriting | Merge credit bureau data, transaction history, and KYC documents into one instant view. | Streamlined decision-making—underwriting time reduced from days to hours* |
Compliance & Fraud | Detect synthetic ID, duplicate accounts, or suspicious behavior patterns across touchpoints. | Reduced false positives and improved detection through unified risk analysis. |
Customer Support | Pull the customer’s transaction history, past interactions, and onboarding notes in one go. | Faster resolution rates and improved satisfaction via context-rich support. |
Marketing & CX | Use financial behavior, product usage, and lifecycle signals to tailor messaging. | Higher campaign relevance and response with predictive profile segmentation. |
Collections & Recovery | Prioritize outreach based on cash flow trends, risk score, and repayment history. | Smarter recovery workflows and personalized engagement paths. |
Discover AI-powered solutions revolutionizing finance with automation, fraud prevention, customer insights, and compliance excellence.
Empower your AI journey with our expert consultants, tailored strategies, and innovative solutions.
