Financial Services

The one place for all our Industry-specific sales collateral to help you grow your business with us

Trending across our clients:

https://datasentics.com/storage/PDFs/OnePager-LLM-Inspector.pdf

BANNER - PERSONA s proklikem na web

AI-driven Callcenter

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Key benefits:
  • Improve agent’s productity / performance
  • Increase capacity & reduce Costs

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Slide decks:

Persona 360:

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  • AI-driven personalization built on a Databricks Lakehouse
  • Using Generative AI to call and warm up customers
  • Presentation includes best practices and success stories

Sucess stories one-pagers:
AI-Driven upselling by digital and unstructured data for Ceska sporitelna (Erste group)
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Branch Personalization Solution for Ceska sporitelna (Erste group)
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Detecting Churn/Leads In Service call transcripts
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Generating leads using customer feedbacks (free text) by NLP for VIG, esure and Uniqa
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Hyper-personalization

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Key benefits:
  • Improving upsell/xsell/retention 
  • Increasing quality/performance of chatbot
  • Personalized chatbot experience
  • Predicting claim’s severity

See all the materials :

Slide decks:

Persona 360:

See what the document contains
  • Introduction of the AI-driven personalization product for FSI
  • Presentation includes workshop offerings and references
Webinars recordings:

Hyper Personalization in FSI

https://datasentics.com/webinar-hyper-personalization-in-fsi-real-use-cases

A 42-minute recording of the webinar on “Hyper Personalization in FSI” by Junta Nakai (VP of Financial services GTM at Databricks) and David Vopelka (FSI & Retail Banking Lead of DataSentics).

Trending Data/Innovations in FS&I A 22-minute recording of the presentation on "Trending Data/Innovations in FS&I" by David Vopelka (FSI & Retail Banking Lead of DataSentics) at Product Development Excellence in Banking Summit in Vienna 2023

Recording:

https://youtu.be/WGjJcKFeQ5A?si=2KZKqzY49ItRTdQN

Presentation:

https://datasentics.sharepoint.com/:p:/g/EQtcMmtDUkdEl4I6PjjE6FcBhnLnawbYztFLi4bT-Ehjdg?e=SUgBOd

Demo recordings:

https://youtu.be/AyaWuwjAoX8

https://www.youtube.com/watch?v=rD1kiNGOw1E&t=4s

https://datasentics.sharepoint.com/:v:/s/EXTSales/EcjFlQ64akBNnzNSqKdnNdMBSVdyB8XdzMH0sa3KBCGRcg?e=0GS2Fu

Dynamic Pricing

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Key benefits:
  • Improve profitability
  • Increase productivity of Pricing teams

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Slide decks:

Personalized pricing in insurance:

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  • Current trends in insurance data transformation
  • AI-based personalized pricing
  • Featured Uniqua's success story
Sucess stories one-pagers:
Augmenting Pricing/Underwriting by ML-model and explainable approach for Triglav insurance
https://datasentics.sharepoint.com/:p:/s/EXTSales/EZxr1p0cjfBBlQLdcPgIQh8BEpU3g1x0AWmiYZqY2WNrJQ?e=dhGzYv
Personalized Pricing for Non-life Insurance UNIQA insurance
https://datasentics.sharepoint.com/:p:/s/EXTSales/EZxr1p0cjfBBlQLdcPgIQh8BEpU3g1x0AWmiYZqY2WNrJQ?e=dhGzYv
Inbound Email routing and classification for Triglav insurance
https://datasentics.sharepoint.com/:p:/s/EXTSales/EZxr1p0cjfBBlQLdcPgIQh8BEpU3g1x0AWmiYZqY2WNrJQ?e=dhGzYv
Predictive claim severity for process automation for Uniqa insurance
https://datasentics.sharepoint.com/:p:/s/EXTSales/EZxr1p0cjfBBlQLdcPgIQh8BEpU3g1x0AWmiYZqY2WNrJQ?e=dhGzYv

Our Data AI Product for FSI

AI-driven Fraud/Risk

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Key benefits:
  • Improving risk/fraud/AML models
  • Increase productivity
  • Reading documents for underwriting

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Slide decks:

Anti-fraud solution:

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  • Anti-money laundering, credit card fraud, insurance fraud
  • Success stories from Esure, Moneta and Major Czech bank

Sucess stories one-pagers:
Enriched Fraud Detection Model for esure (UK)
https://datasentics.sharepoint.com/:p:/s/EXTSales/EZxr1p0cjfBBlQLdcPgIQh8BEpU3g1x0AWmiYZqY2WNrJQ?e=BDhGCH&nav=eyJzSWQiOjIxNDc0NzA5NDQsImNJZCI6MjIyMjQwNDUxNH0

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PERSONA 360: Designed for retail banks and insurance companies, Persona 360 unifies customer profiles using an intelligent data model. It enhances these profiles with digital behavioural insights and unstructured data such as call centre recordings.

Persona 360:

AI-driven personalization built on a Databricks Lakehouse

  • AI-driven personalization built on a Databricks Lakehouse
  • Using Generative AI to call and warm up customers
  • Presentation includes best practices and success stories

Persona 360:

  • Introduction of the AI-driven personalization product for FSI
  • Presentation includes workshop offerings and references

All our references in one place:

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