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Fintech & Banking

Client Insights

Ensure customer satisfaction with AI-driven insights.

With the emergence of disruptive technologies and ubiquitous improved user experiences, customer expectations have escalated quickly.

Fintech companies continue to saturate the market, offering innovative tools and applications while larger financial institutions are working feverishly to deploy improved platforms and services, with an increasingly customer-centric approach. The industry is seeing that upcoming generations are less likely to engage one financial services provider, but rather look to various tools, curating a system that works best for their needs.

Adastra will provide a clear overview of your customers’ behaviors in addition to the ability to forecast trends will allow your organization to impressively advance your marketing strategies. Depending on your business objectives, we can enable segmentation-based strategies and analysis or client-by-client specific recommendations, allowing you to deliver targeted marketing strategies. Deploying campaigns to the right customers at the right time and place will ensure an increased conversion rate, validating your marketing costs.


Customer Behavior

Enhance your sales strategy with an in-depth understanding of your customers' behavior.


Ensure Brand Loyalty

Reduce customer churn and increase brand loyalty by making improvements that best fit your clients' unique preferences.


Improve Products and Services

Get a comprehensive overview of the success of each product and/or service, to make adjustments and improvements.


Optimize Prices and Offers

Determine an accurate threshold for pricing and provide personalized offers, increasing ROI while maintaining customer satisfaction

Gain a comprehensive overview of your customer information with a solution that ingests and manages data gathered from multiple inputs, such as transaction data and account usage. Utilizing high quality data, we will build a forecast that acts as the fundamental building blocks for your marketing strategies, leveraging real-time analytics, so that you can always stay abreast of deviations with the opportunity to quickly recalibrate.

With the help of Adastra’s experts, you will be able to garner deep client insights, giving you the ability to uncover your customers precise demands and adjust your products and services respectively. By having a better understanding of your customers, your organization will be able to curate product offerings, custom designed for each customer, so they don’t have to search for alternative solutions. With deep client insights and the ability to foresee trends, you will reduce customer churn and surpass your competition.

Want to learn more about AI-driven client insights? Contact us for a free discovery session.

Book a Free Consultation

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We will contact you as soon as possible.

Shannon Corless

SVP Enterprise

Shannon Corless

Oliver Fuchs

EVP Operations

Oliver Fuchs

Ilia Bolotine

SVP Financial Services & Head, Adastra Business Consulting (Canada)

Ilia Bolotine