Drive smarter lead generation, hyper-personalized engagement, and revenue expansion with intelligent automation tailored for banks
Customer360 empowers banks with a unified Sales Engagement & Customer Intelligence platform that transforms how you attract, engage, and grow relationships. Accelerate lead conversion, unlock cross-sell opportunities, and maximize customer lifetime value—all from one powerful platform.
Start Your TransformationAccelerate lead conversion, unlock cross-sell/upsell opportunities, and deepen customer loyalty—all from one unified platform
Identify conversion-ready leads—both prospects and existing banking relationships—with intelligent lead scoring and behavioral analysis.
Nurture high-value relationships through the right touchpoints with automated, personalized campaigns across all channels.
Scale wallet share across existing customers with intelligent product recommendations and lifecycle-based triggers.
Design, measure, and iterate profitable engagement strategies with real-time dashboards and performance metrics.
Make instant, data-driven decisions at scale with automated workflows that adapt to customer behavior in real time.
Build lasting trust with personalized experiences and proactive service, ensuring long-term loyalty and retention.
Transform your lead generation with intelligent prospect identification and automated lead recovery systems that capture every opportunity.
Empower your relationship managers with unified customer insights and automated workflows that enhance productivity and customer satisfaction.
Maximize customer lifetime value with intelligent automation that identifies opportunities and delivers personalized offers at the perfect moment.
Deploy sophisticated marketing automation that reacts instantly to customer behavior with rule-based and AI-driven workflows.
Streamline your sales processes with intelligent automation and engagement tracking that optimizes every customer touchpoint.
Real-world applications driving measurable results across retail banking, SME banking, and wealth management
Cross-sell personal loans to active credit card customers with high spending patterns using behavioral triggers and spending analysis.
Offer working capital finance to SMEs post invoice clearances by monitoring transaction patterns and cash flow indicators.
Proactively recommend mutual funds or bonds to HNWI customers after portfolio review using investment behavior analysis.
Bundle loan protection insurance with home loans automatically based on loan approval and customer risk profile.
Re-engage visitors who viewed mortgage calculators or started online applications with personalized follow-up campaigns.
Run proactive campaigns like credit card limit reviews or new loan offers when customer repayment capacity increases.
AI automatically identifies and highlights users who viewed home loan calculators, started online product journeys, or demonstrated high-intent behaviors on your digital channels.
Trigger tailored multi-channel cadences via email, SMS, and app notifications with personalized messaging like "Your recent visit to our mortgage page—here's how we can help."
Seamlessly route interested leads to advisors and trigger intelligent cross-sell messages for home insurance or fixed deposits based on customer profile signals and preferences.
Run automated lifecycle campaigns—proactive credit card limit reviews, new loan offers when repayment capacity increases, and loyalty rewards based on relationship depth.
Review comprehensive engagement heatmaps, conversion funnels, and campaign performance dashboards to continuously iterate and optimize your banking growth strategy.
Replace fragmented data across channels with our Unified Identity Matrix that delivers a complete 360° customer view for every interaction.
Free advisors from manual outreach overload with AI-powered cadences that enable focus on high-value conversations and relationship building.
Replace static, generic offers with personalized, event-driven upsell journeys that improve relevance and dramatically increase conversions.
Reduce operational costs and speed compliance with automation that handles regulatory requirements while maintaining full data traceability.
Enable fast optimization and ROI clarity with real-time dashboards instead of waiting weeks for campaign performance insights.
Track shorter sales cycles, higher conversion rates, increased customer lifetime value, and clear campaign ROI with comprehensive analytics.
Join leading financial institutions driving smarter acquisition, seamless advisor-enabled selling, and meaningful customer lifetime growth with Customer360's revolutionary platform.
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