Case Study: Leading Financial Services Firm boosts cross-sell with BRIDGEi2i Analytics Solutions

Cross Sell Transformation for a Leading Financial Services Firm

BRIDGEi2i Analytics Solutions worked with a leading financial services firm, one of India’s largest NBFCs with a portfolio of personal finance products and more than 8 million active customers. The client wanted to grow its customer base by improving cross-sell, using personalization to help sales agents recommend the right products and increase conversions.

BRIDGEi2i Analytics Solutions implemented its BRIDGEpersona™ AI-powered personalization engine to create personalized, contextual product recommendations based on customer context, life stage, and historical behavior. By unifying data from multiple sources through APIs and delivering real-time recommendations to agents, BRIDGEi2i helped drive a 20% lift in the model and contributed to a 40% reduction in “first EMI” fraud.