FINANCIAL SERVICES

Predictive Analytics Use Cases

Predictive Analytics in the Financial Services sector

Financial Services asset management

Financial services and Financial instruments have developed in a massive and global way during last 20 years.

More instruments are daily available and are derived from other set of instruments. Moreover, daily industries and agencies are issuing more open data on markets, supply, demands, transformation, transport.

Convalis Prediction Crystal & Genius Finance platform can automatically correlate the different influences of these variables to predict the future evolutions of these investment vehicles.

Financial & Insurance transaction process

By learning automatically from the historical transactions and executed processes to serve customers, The machine learning platform can automatically anticipate:

• Potential fraud on transaction
• Potential impact of process evolution on customer delivery costs & speed

Customer Relationship Management

As financial services and insurance companies develop their customer relationships.

New services and new products could be of great value to the customers during their life time.

Convalis Prediction Crystal & Quartz platform can automatically profile the customers, predict the evolution of their requirement over time. So that specific target offering can be made to the each segment.

• Its increases revenue by upsell and crossell, it reduce marketing and sales costs to target the right future customers
• It increases the customer satisfaction by delivering a focused dedicated services (without over communications)