Are you reaching your full cross-sell and upsell potential?
Information is siloed across channels and departments, resulting in limited insights for your team to work with.
Business development teams rely on ad-hoc analysis and spend time researching and connecting information.
Lack of timely insight for value-add client engagement.
Uncover new data-driven insight
- Apply analytical models to a rich network of customer and prospect data.
- Identify key triggers to engage, based on changes in customer profile, behavior and broader network data.
- Provide sales and business development teams with specific data-driven customer acquisition, cross-sell and upsell opportunities.
increase in conversion rates
reduction in prospecting time
Why choose Quantexa for your customer growth and retention
Maximize the value of your data
Effectively join up all your data with external sources for a Connected Customer View, allowing for value-add analytics.
Get your team working on high-value opportunities
Take advantage of insights indicating the best acquisition, cross-sell and upsell opportunities.
Highlight attrition risk
Be one step ahead and know exactly what to do to keep your customers.
Add context for a full picture
Allow customer-facing teams to quickly understand opportunities and risks with network visualization.
More solutions that help you drive value from your data
Get a fully Connected Customer view
Go beyond a single customer view by creating a dynamic, holistic view of customers and relationships
Drive more meaningful customer engagement
Embrace opportunities from digital channels and marketing, using a holistic understanding of behaviors, preferences and product and services needs. Provide engagement at key moments and a differentiated customer experience.
Supercharge your CRM
Take advantage of richer information and insights by connecting your CRM to broader firm-wide and external data. Get a single view across CRM instances and understand connections between clients, contacts and target accounts.
Accelerate revenue growth with customer intelligence
Find out how to identify new prospects, get referrals, better understand your customers’ needs and reduce churn with context and network analytics.
Discovering new opportunities with context
A Tier 1 bank needed to identify new upsell opportunities and increase share of wallet across relationship management business lines.
Our Customer Intelligence solution enabled the bank to:
- Generate £200m of new revenue
- Increase conversion rate by 50%
- Reduce prospecting time by 90%
KYC, Credit Risk and Customer Intelligence
One platform throughout the customer lifecycle
When you understand your customers inside-out, you can see new opportunities, you can spot hidden risks, and you can speed up information-gathering or onboarding processes.
Quantexa’s CDI platform lets you address these three applications in one place, in a single build, and using any data you have access to.
Why use the Quantexa platform
Build once, use many, ingest to create a single view with networks
Apply your data to multiple use cases—without replicating data sets.
more accurate decisions
Use context to improve decision accuracy across the organization, find new opportunities and uncover risk.
Scale to billions of records
in batch or real time
Built on proven, scalable open source technologies like Hadoop, Spark and Elastic.
Future-proofed open architecture
Integrate seamlessly into your existing IT ecosystem, with flexible deployment options: native, or containerized for private and public cloud.
Ensure data transparency
Use explainable data linking, advanced AI and decision models for regulatory compliance.
Keep your data secure
Rely on granular security levels for dynamic control, with all activity audited.
Operationalize your data in a matter of months – not years.
Use entity resolution and data volume to overcome missing or poor quality data.
Book a demo
See how our Contextual Decision Intelligence platform helps you better understand your customers, enables data-driven decision making, and speeds up your lending decisions.