Conversational AI Data Analyst for Bank CxOs
Stop relying on slow dashboards and large analyst reports. Start chatting with the CxO Concierge Agent for real-time insights, forecasts, and alerts. Make decisions faster, and on the go
THE CHALLENGE
Slow Decision-Making Means More Competition
In today’s fast-paced business world, traditional reporting methods fall short. Executives need real-time, integrated data that drives strategic decisions.
Yet, many organizations struggle with slow manual processes, siloed information, and outdated tools that hinder proactive decision-making.
THE SOLUTION
Accelerate Decision Making with CxO Concierge Agent
The CxO Concierge Agent delivers AI-driven, real-time insights, forecasts and alerts that streamline decision-making
It reduces data gathering time by 60%, speeds up decision-making by 40%, and cuts reliance on static reports by 70%.
DATA MANAGEMENT
Easy Data Ingestion & Transformation
- Pre-built connectors to multiple data sources
- Auto-mapping engine to quickly map the right fields
- LLM-led data transformation that auto generates data transformation SQL queries with 80% accuracy
INSIGHTS & ALGOS
Pre-Built Metrics Store and Model Store
- Metrics store having 600+ banking KPIs
- 10+ pre-built AI/ML models for customer life cycle prediction
- Flexible to use private or open LLMs for natural language querying
GENAI AGENTS
Automated Analysis by a Team of AI Agents
Swarm of AI Agents that come together to perform specific tasks (e.g., Natural language understanding, Query generation, Query validation, Data crafting, etc…)
It reduces data gathering time by 60%, speeds up decision-making by 40%, and cuts reliance on static reports by 70%.
USER EXPERIENCE
Easy to Use UI, Just Like ChatGPT
- Intuitive Chat Interface
- Responds with insights and visualizations
- Suggests follow-up questions
- Ability to Star, Save or Share a conversation
- Pre-built templates and prompts to get you started quickly
Pre-Trained on 100s of Queries for Banking Data Analysis
- Customer Segmentation
- Portfolio Performance
- Risk Management
- Transaction Analysis
- Marketing & Promotions
- Regulatory Compliance
- Growth & Decline trends
- Behavior Trends
- Performance by segment
- Revenue & Profitability
- Product & Service Trends
- Comparative Analysis
- Category-based Spending
- Merchant Analysis
- Demographic Analysis
- Geographical Insights
- Time-based analysis
- Credit Utilization
- Target Audience Analysis
- Campaign Timing
- Partnership Opportunities
- Offer Design
- Channel Optimization
- ROI Estimation
- Customer Preferences
- Customer Satisfaction
- Channel Performance
- Digital Engagement
- Incentive Programs
- Loyalty Programs
- Customer Spending Analysis
- Merchant Performance
- Demographic Matching
- Market Trends
- Partnership Benefits
- Technical Integration
- Customer Spending Patterns
- Competitor Analysis
- Profitability Analysis
- Compliance Factors
- Partnership Opportunities
- Testing and Feedback
- Data Analysis
- Custom products, offers
- Communication Strategy
- Digital Engagement
- Maintaining Privacy
- Measuring Success
Empower CxOs with Personalized Insights, Alerts, and Forecasts
CEO
Enable swift, data-driven decisions to capitalize on market opportunities and steer the company towards long-term success.
CFO
Instantly retrieve financial metrics and forecasts.
Get better at budgeting, risk management, and resource allocation.
CRO
Identify high-value opportunities, optimize sales strategies, and drive consistent revenue growth.
COO
Access comprehensive customer insights and campaign performance data to refine strategies and maximize marketing ROI.
CMO
Gain cross-functional insights to optimize operational efficiency, reduce costs, and improve overall business processes.
Have One Conversation, Not Countless MIS Reports
CxO Concierge Agent is self-serve BI on steroids. Ask questions any time on chat. View portfolio performance in a single app. Stop flooding teams with data requests.
Get Started with a 4 Week, Low-Touch Pilot. Zero Effort.
Pilot Scope
- 100K customers
- Anonymized transaction data for the last 6 months
- Get answers to questions for 25 KPIs and predictions from 3 models
Post Pilot, extend scope to
- Entire customer base
- Anonymized transaction data for the last 12 months
- Get answers to questions for 600+ KPIs and predictions from 10+ models
Request a Demo
Take the first step towards transforming your business.
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