Transform Banking Experiences with AI-Powered Customer 360

Helping Leading Banks Increase Engagement by 75% with Hyper-Personalized Customer Experiences

In today's competitive banking landscape, financial institutions need advanced customer data platforms to deliver personalized experiences across all channels. customer360's AI-powered banking solution helps you unify customer data, predict customer needs, and automate personalized engagements at scale. Our platform has helped top banks increase digital conversions by 60% while reducing marketing costs by 45%.

See Banking Platform in Action
75%
Increase in customer engagement
60%
Higher conversion rates
45%
Reduction in marketing costs
100+
Global banking clients trust us

Banking-Specific CDP Features

Our customer data platform is specifically designed to address the unique challenges of banking marketing teams

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Omnichannel Orchestration

Target banking customers based on their channel preferences with AI-powered sequencing that forecasts engagement patterns across mobile, web, email, and branch interactions.

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Next Best Action for Banking

Deliver hyper-personalized product recommendations (credit cards, loans, investments) with real-time Next Best Action algorithms tailored for financial services.

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Financial Intent Detection

Leverage transaction data and browsing behavior to detect customer intent for mortgages, investments, or other banking products before they even apply.

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Lead Nurturing for Banking

Automatically nurture banking leads that didn't complete applications with personalized follow-ups through their preferred digital channels.

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Digital Engagement Analytics

Track and optimize digital engagement across all banking touchpoints with advanced analytics designed specifically for financial institutions.

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Ramanujan AI Engine

Our proprietary AI creates millions of personalized banking experiences at individual customer level while maintaining strict compliance with financial regulations.

Banking-Specific CDP Solutions

Proven solutions designed specifically for retail banking, wealth management, and commercial banking

Personalized Cross-Sell for Retail Banking

Our banking Customer360 analyzes customer transaction patterns, life events, and product usage to identify the most relevant cross-sell opportunities. The platform automatically triggers personalized offers through each customer's preferred channels, increasing conversion rates while reducing irrelevant communications that lead to opt-outs.

Key Benefits:

  • 35-60% higher cross-sell conversion rates
  • Reduced marketing costs by targeting only high-propensity customers
  • Automated compliance with banking regulations
See Retail Banking Demo
Retail Banking
Cross-Sell Platform

Wealth Management Client Engagement

For private banks and wealth managers, our platform creates 360-degree client profiles by aggregating data from CRM systems, transaction histories, and external sources. The AI engine identifies client needs and recommends personalized wealth management strategies, delivered through secure client portals or advisor dashboards.

Key Benefits:

  • 40% increase in client engagement
  • 25% more assets under management from existing clients
  • Automated regulatory compliance documentation
Explore Wealth Solutions
Wealth Management
Engagement Platform

Commercial Banking Relationship Manager

Our commercial banking solution helps relationship managers stay on top of client needs by analyzing business transactions, market trends, and external data sources. The platform provides real-time alerts about client risks and opportunities, along with recommended actions to strengthen relationships and grow wallet share.

Key Benefits:

  • 30% increase in commercial client satisfaction
  • 20% more cross-sell to business clients
  • Early warning system for at-risk relationships
Request Commercial Demo
Commercial Banking
Relationship Manager

Banking Marketing Resources

Explore our latest insights and research on banking personalization and customer experience

E-BOOK

The Complete Guide to Banking Personalization in 2025

Learn how leading banks are using AI to deliver hyper-personalized experiences at scale while maintaining compliance.

Download Now →
CASE STUDY

How a Top 10 Bank Increased Digital Sales by 82%

Discover how customer360 helped a major bank transform their digital sales funnel with AI-powered personalization.

Read Case Study →
WHITEPAPER

AI in Banking: The Compliance-Friendly Approach

Learn how to leverage AI for banking marketing while maintaining strict regulatory compliance.

Download Whitepaper →
WEBINAR

Transforming Retail Banking with Customer 360

Watch our latest webinar featuring banking executives discussing their personalization journeys.

Watch Recording →