Customer Retention & Upsell - Attivio

USE CASE OVERVIEW

Customer Retention & Upsell

Increase customer satisfaction and new revenue opportunities with holistic account management

The definition of account management is highly debated, but the desired outcomes of customer acquisition, retention, and upselling are indisputable. Firms need to provide their sales executives and customer-facing teams with a solution that not only retains business, but also helps expand existing client relationships. Unfortunately, companies across all industries lack the insight needed to build such a tool because they are not able to tap into all sources of information that relate to their customers. Whether the target user is a financial advisor, account executive, or call center rep, the goal is to provide immediate access to all of the information required to efficiently service customers and sell more effectively.

GAIN COMPLETE INSIGHT INTO THE CUSTOMER RELATIONSHIP

Attivio is uniquely positioned to help firms construct a complete, unified view of their clients that drives increased share of wallet and customer retention through their Active Intelligence Engine (AIE). Specifically, AIE does this by:

Ingesting all sources of relevant customer information, regardless of format or location. This includes internal sources such as account information, product information, and transactional data as well as external sources such as news, industry data, and social media analytics

WHAT IS CUSTOMER RETENTION & UPSELL?

Create a complete, unified view of the customer that drives increased share of wallet and customer retention

Provide deep understanding of client likes, dislikes, interests, and overall satisfaction

Drive sales effectiveness by presenting the most relevant content based on the customer's profile

Offer a dynamic search and discovery experience so users can quickly locate forms, product data, and customer information

275 Grove Street | Newton, MA 02466 o +1.857.226.5040 | f +1.857.226.5072 |

USE CASE OVERVIEW

Enriching the information collected which includes extracting key entities, correlating information, conducting sentiment analysis on particular entities, and other various enrichment techniques

Delivering key insight regarding upsell and cross-sell opportunities. Attivio can power targeted recommendations and product offers to each customer based on their profile

Effective account management is by no means an easy task. However, organizations who create unified, comprehensive views of their customers, on average, have 5 times better upsell rates than those who do not.

PROVEN SUCCESS

Created a unified, cross-asset investment banking solution that provides customers with trading floor insights, investment research, execution services, and post trade capabilities all in one place

Constructed a unified, comprehensive customer dashboard leveraged by 2,000 private bankers in support of over 20,000 client relationships

Built a voice of the customer solution that analyzes human interactions in order to identify client likes, dislikes, interests, and overall satisfaction

ABOUT ATTIVIO

Attivio makes information meaningful, accessible, and actionable in ways that were never before possible. Our patented Active Intelligence Engine? (AIE?) brings together information from any source or format and enriches it to expose the relationships, patterns, and insights that are hidden within.

SEE WHAT ATTIVIO CAN DO FOR YOU

READY TO LEARN MORE? Get in touch or request a one-on-one demo to experience the transformative power of Attivio's Active Intelligence Engine (AIE).

275 Grove Street | Newton, MA 02466 o +1.857.226.5040 | f +1.857.226.5072 |

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