A data-driven approach to customer
Know your customer, enhance seller skills,
WHAT IS PROFILENCY
Digital tools - Consultancy - Training
Profilency develops digital tools that improve the effectiveness and efficiency of businesses. At the same time consults and train companies to empower customer journey and resolve frequently diagnosed business issues.
It is a “service” for the customer and at the same time a powerful “tool” for the company.
We blended experience, aspects like AI-Psychology*, Marketing, Information Systems and Advisory to create a fully featured tool for any Relationship or Account Manager. A first step in robo-advisory.
KEY BENEFITS
Discovered on our case studies
PROVEN INCREASE
OF SALES 20%
Boost your
relationship manager
Learn your
customer better
Align with selling strategy
& optimise campaigns
Enhance
skills
Reduce Time for Selling &
processing customer info
Reduce the
cost-to-serve
Train
your seller
Sales aligned
to the needs
20%
Increase in sales and
cross-selling
15%
INCREASE IN
DEPOSITS
*Researched with samples of 7.000 customers that served with the profilency methodology, versus 32000 others who did not.
FOR THE COMPANY
Utilizes effectively the whole spectrum of services and products, while at the same time improving the customer experience. Increases the quality and size of sales.
FOR THE RELATION MANAGER - SELLER
Assists the RM in discovering the current, as well as the future needs of the client, by the exported report in minutes. Acts as a guide-wizard that directs the discussion/interview with the client.
FOR THE CLIENT
Discovers and covers easily his needs through the scoring his financial performance and his personal finances. Provides tailor-made proposals and solutions based on customer’s profile and his interests or goals.
HOW OUR SYSTEM WORKS
The customer profiling methodology of the system
PROFILENCY SYSTEM
Process
Data
Algorithmic
Evaluation
CUSTOMER
PROFILING
PROFILENCY SYSTEM
Process
Data
Algorithmic
Evaluation
CUSTOMER
PROFILING
INDUSTRIES
Variety of industries, both B2B and B2C
BANKS & FINANCIAL
INSTITUTIONS
Customer profiling for accurate recommendation of the available banking products.
INSURANCE
COMPANIES
Profiling for better understanding your customer needs to provide accurate cover.
CONSULTANTS
& ADVISORS
Identify your client requirements for better guidance and consulting.
COMPANIES
Some of the companies that are running on our platform
solutions
A step closer to increase the value of your customer
