Case Study: Ameriprise Financial achieves improved marketing ROI and decision intelligence with OpenText Analytics

Utilizing Information and Predictive Analytics for Decision Making at Ameriprise Financial Services

Ameriprise Financial, serving more than 2.8 million clients through a nationwide network of over 12,300 advisors, faced a classic marketer’s dilemma: how to identify the optimal customer–product–channel combinations across millions of prospects and many product and channel options. The complexity made manual targeting inefficient and costly, creating a need to predict individual purchase likelihood and lifetime value to meet business goals within budget and operational constraints.

Ameriprise’s Information Management (AIM) team built a predictive-analytics practice backed by a 30‑terabyte data warehouse and end‑to‑end model lifecycle (design, development, validation, production, tracking and remodeling). By embedding probability and profitability models into a Decision Intelligence BI environment with predictive reporting and optimization, the company achieved more targeted campaigns, lower acquisition costs, higher conversion and profitability, and a scalable platform for ongoing business transformation and forward‑looking decision making.

Ameriprise