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.
Discovered on our case studies
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.
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.
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.
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.
The customer profiling methodology of the system
Process
Data
Algorithmic
Evaluation
CUSTOMER
PROFILING
Process
Data
Algorithmic
Evaluation
CUSTOMER
PROFILING
Variety of industries, both B2B and B2C
Customer profiling for accurate recommendation of the available banking products.
Profiling for better understanding your customer needs to provide accurate cover.
Identify your client requirements for better guidance and consulting.
Some of the companies that are running on our platform
A step closer to increase the value of your customer