How a Unified Customer View Improved Engagement and Risk Analysis

case3

Overview

To enhance customer engagement and reduce financial risk, a top-tier financial institution turned to Whiteklay for a 360-degree view of its customers. The goal was to unify customer data across channels, improve targeting, and support risk management—all powered by AI and real-time analytics.

Challenges

Fragmented data from revenue, sales, and risk systems
Inability to personalize offers at scale
Manual risk assessments causing delays
Limited insights into high-value customer behavior

Solution

Whiteklay deployed a robust Customer 360 platform that brought together structured and unstructured data for unified customer profiles. Highlights included:

A centralized data lake supporting segmentation and campaign execution
AI-based deduplication and data cleansing for profile accuracy
Risk scoring models using historical transaction patterns and liabilities
Predictive insights to personalize offers and detect fraud in real-time
Campaign automation with built-in feedback loops for continuous improvement

Business Outcomes

25% higher campaign engagement and 15% boost in conversion
Reduced credit defaults through improved profiling and risk management
Faster issue resolution with real-time customer service insights
Increased revenue by identifying and retaining top-performing customer segments

Testimonial

Project Details

Banking
Customer 360 Platform
Leading Financial Institution
Customer 360, Customer data unification, AI-based risk profiling

Don’t Hesitate to Contact Us

Email Us
sales@whiteklay.com
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