Case Study: a global fintech firm achieves hyper-personalized customer marketing with Persistent Systems’ AI/ML personalization solution

AI/ML-based Personalization Solution for a Fintech Leader

The global Fintech Firm, a provider of hyper-personalized financial services, sought to differentiate itself by better understanding customer spending habits to craft personalized recommendations at scale. Their challenge was to build a generative AI solution that could analyze transaction data to quickly generate targeted marketing and product offers. They partnered with Persistent Systems to develop this capability.

Persistent Systems built a solution utilizing large language models, including AI21 Jurassic-2 Mid and LLAMA2-7B, deployed on AWS SageMaker. This system analyzed customer data to generate natural language spending profiles and personalized product recommendations, which were then used to create targeted marketing content. The outcome was an explainable AI engine that allowed the fintech client to transform transactional data into interpretable customer summaries and compelling offers to drive new business.