Case Study: a largest multinational financial institution deepens client relationships with Fractal's AI-powered Customer Genomics platform

Putting the spark in your client relationships

The customer, one of the world's largest multinational financial institutions, wanted to better support its relationship managers, who were limited by manual data extraction and static information. They needed a way to consolidate and analyze data to deepen client relationships and identify new revenue opportunities. To address this challenge, the vendor, Fractal, employed its Customer Genomics platform to create an AI-powered analytics solution.

Fractal developed a 360-degree view of each client as a foundation for its AI engine, which generated actionable insights across five key workstreams. This provided relationship managers with prioritized prospect lists, next-best-product recommendations, and firmographic data. The solution equipped them to optimize relationship-building efforts, leading to improved sales, efficiency, and client experience, which are set to enhance long-term revenue generation.