Introducing Savvi Sheets - The power of AI in your favorite spreadsheet - Learn More
SAVVI’s client had a manual process in place to suggest financial products for their clients. This process was often dictated by a set marketing calendar, required tedious segmentation to target, and wasn’t personalized per client. This led to a less than optimal engagement and application of new financial products.
SAVVI powers “Intelligent Banners” on their client’s post-login Dashboard page, with no need for audience segmentation. Each placement shows a specific next-best- offer, out of their existing set, tailored to each client. SAVVI is continuously learning to find new opportunities to offer customers more of what they want.
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