Intelligent customer engagement powered by AI for banking sector
What This Module Does:
This AI-powered module automates customer engagement for banks, enabling sales agents to work smarter with AI-driven insights, automated campaigns, and intelligent communication across all channels.
For B2C (Retail Banking):
For B2B (Corporate Banking):
AI Lead Scoring
Automatically prioritize leads based on conversion probability
Smart Campaigns
AI triggers campaigns based on customer behavior
Omnichannel Push
SMS, Email, Push, In-App messages from one platform
Amira Hodžić
UniCredit Bank
High salary, recent mortgage inquiry, excellent credit history
Edin Salihović
Raiffeisen Bank
Mid-career professional, owns property, active investor
Lejla Kovačević
Intesa Sanpaolo
Young entrepreneur, growing income, digital-first
Mirsad Begić
Sparkasse Bank
Family with kids, homeowner, insurance seeker
Dormant Account Reactivation
No activity for 90 days
342
Sent
156
Opened
28
Converted
Credit Card Upgrade Offer
High spending detected
187
Sent
94
Opened
41
Converted
Loan Pre-Approval Alert
Credit score improved
94
Sent
52
Opened
19
Converted
Email Campaigns
Personalized offers & newsletters
SMS Notifications
Time-sensitive alerts & reminders
Push Notifications
Mobile app instant messages
In-App Messages
Contextual product suggestions
1,247
Conversations
89%
Resolved
4.6
Avg Rating
Top Questions Handled:
Post-Service Satisfaction
312/456 responses (68%)
4.2
Avg Score
New Product Feedback
187/289 responses (65%)
4.5
Avg Score
Branch Experience Survey
421/534 responses (79%)
3.8
Avg Score
Nermin Kapetanović
Customer Lifetime Value: 4,200 BAM CLV
Reason: Declined transaction, negative balance, no contact in 45 days
Suggested Action: Offer fee waiver + personal call
Belma Softić
Customer Lifetime Value: 8,900 BAM CLV
Reason: Competitor rate comparison, reduced deposits
Suggested Action: Send better rate offer for savings
Fahrudin Memić
Customer Lifetime Value: 12,400 BAM CLV
Reason: Opened account with competitor, decreased activity
Suggested Action: Loyalty bonus + exclusive benefits