Personal Finance Intelligence – Behavioral Analytics for Engagement
Built AI-powered behavioral models to identify high-potential customers, link entity structures, and personalize financial offerings.
A bank wanted to uncover hidden customer opportunities by analyzing spending behavior, mapping entities, and scoring wallet share.
Business Challenges
- Dormant high-value customers not identified
- No segmentation of behavior-based risk or opportunity
- Disconnected transaction systems across verticals
Plenum’s Solution
- Mapped customer behavior using NLP and geospatial clustering
- Scored wallet share and churn probability
- Used graph-based entity linking for holding company mapping
Key Capabilities Used
- Customer Behavior Segmentation
- Entity Relationship Mapping
- Wallet Share Intelligence
- Predictive Analytics
Outcomes & Impact
Increased personalized product recommendations
200+
Activated dormant high-value customers
50+
Identified holding companies with cross-sell opportunities
Technologies
Implemented
Momentum AI
GraphFrames
Geospatial ML
Power BI
SecureGPT
What Our Clients Say
As an ERP company, Plenum is trusted by professionals for insight-driven design, branding, and innovation.
Plenum showcases deep knowledge and a thorough understanding of every project they undertake. Their expertise allows them to anticipate challenges and provide effective solutions, ensuring smooth progress. This strong foundation, combined with clear communication, enables them to deliver high-quality results well ahead of schedule.