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Financial Services

3 Big Business Challenges

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Visibility into Data and Analytics across the Enterprise, leveraging AI

Increased Focus on Unified Digital Customer and Channels

Increase New Revenue Sources and Improve Cost Containment

The SalesChoice Solution

 SalesChoice specializes in supporting Financial Services business needs, leveraging Advanced Sales Analytical methods, using AI, Predictive and Prescriptive Actionable Insights. Our talent brings experience in Insurance, Retail Banking, Commercial Banking, Mortgage Advisory Services, Wholesale Banking, Wealth Management, etc.

Visibility into Data and Analytics across the Enterprise

Financial Services need tight process rigor on compliance and regulatory risks. SalesChoice always leads with strategy and process first to ensure we don’t get lost in the sea of data possibilities. The business processes usually sit on goldmines of rich data. However, making sense of the rich data is not always easy. We start with always asking our clients which questions do you want to solve? Our unique products can even guide you on the quality and completeness of your datasets to help you advance in areas like sales efficiencies or demand generation. Recent studies have validated that leveraging BI approaches can achieve an ROI on average of 85%, while using AI methods can achieve an ROI of over 250%.

Increased focus on Unified Digital Customer and Channels

Disparate sources, channel intermediaries, and omni-channel customer touchpoints often lead to a host of data generation that remains disparate. SalesChoice can help Financial Service organizations move into the next generation model of market growth by digitizing and unifying relevant data and insight generation, driven by AI, so that companies can achieve immediate insights across the omni-channels.

Increase New Revenue Sources and Improve Cost Containment

Leaders in the financial services industry are always trying to effectively identify new revenue sources or to utilize their resources more efficiently and reduce operating costs. Developing efficient operating processes is key to improving resources utilization. Investments in infrastructure and choosing the right operating platforms to run the enterprise are key to simplifying operations and optimizing resourcing. Financial Services are plagued from legacy systems which have many inefficiencies. SalesChoice and our partners specialize in Sales and Marketing operating practices, bringing leading edge technology and leveraging our AI platform we will work with your organization to solve your complex business challenges.


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