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Bank Marketing Campaign Analysis
Mohit
INTRODUCTION
The data is related with direct marketing campaigns of a Portuguese banking institution.
The marketing campaigns were based on phone calls.
2
Sources- Created by: Paulo Cortez (Univ. Minho) and Sérgio Moro (ISCTE-IUL) @ 2012
PRIMARY GOALS
Campaign
Performs
Better ?
Campaign
Was Effective
For Which
Type/Group
Of People
Anything In
Common
Which Did Not
Respond To A
Campaign
Well
Segmentation
Base on This
Analysis
Exploratory Data Analysis
Concat
• Train
• Test
Missing Value
• Not Present At First
Instance
• (unknown ‘, ‘-1’ )
Duplica
te
•Present
Statistica
l
Summary
Outlier
•Present
Skewness
•Log X
transformatio
n
Campaign
•Campaign 1
•Campaign 2
4
Feature
Engineering
Pattern Detecting
Via
Visualization
Inspection of DATASET
5
•Number of features in dataset : 17
•Number of Observations in dataset : 49730
Data Type Number
Numerical 6
Categorical 11
Age Job Marital Education Default Balance Housing Loan Contact Day Month Duration Campaign Pdays Previous Poutcome
Y
0 58
manage
ment
married tertiary no 2143 yes no unknown 5 may 261 1 -1 0 unknown no
1 44
technicia
n
single secondary no 29 yes no unknown 5 may 151 1 -1 0 unknown no
2 33
entrepre
neur
married secondary no 2 yes yes unknown 5 may 76 1 -1 0 unknown no
3 47
blue-
collar
married unknown no 1506 yes no unknown 5 may 92 1 -1 0 unknown no
4 33 unknown single unknown no 1 no no unknown 5 may 198 1 -1 0 unknown no
20XX
PRESENTATION TITLE
6
Features
STATISTICAL OBSERVATION - Numerical
age balance duration campaign pdays previous
count 40690.0 40690.0 40690.0 40690.0 40690.0 40690.0
mean 41.0 1356.0 258.0 3.0 40.0 1.0
std 11.0 3049.0 257.0 3.0 100.0 2.0
min 18.0 -8019.0 0.0 1.0 -1.0 0.0
25% 33.0 73.0 103.0 1.0 -1.0 0.0
50% 39.0 449.0 180.0 2.0 -1.0 0.0
75% 48.0 1422.0 318.0 3.0 -1.0 0.0
max 95.0 102127.0 4918.0 63.0 854.0 275.0
7
STATISTICAL OBSERVATION - Categorical
20XX
PRESENTATION TITLE
8
Job Marital Education Default Housing Loan Contact Day Month Poutcome Y
count 40690 40690 40690 40690 40690 40690 40690 40690 40690 40690 40690
unique 12 3 4 2 2 2 3 31 12 4 2
top Blue-
collar
Married Secondary No Yes No Cellular 20 May Unknown No
freq 8786 24417 20896 39951 22571 34137 26389 2495 12368 33254 35922
20XX
PRESENTATION TITLE
9
10
Customer Belongs to Which Age Groups ?
Age Group:
•26-40
•41-60
Campaign Performs Better
11
AREAS OF Focus
12
Personal
Loan
House
Loan
Educatio
n
Job
Day
Month
Job
PRESENTATION TITLE
13
 Group - Yes
 HH
 Entrepreneur
 Unemployed
 Student​
 Group – No
 Service
 Retired
 Admin
Education
PRESENTATION TITLE
14
 Absence of secondary
education in
Campaign Two.​
Day
20XX
PRESENTATION TITLE
15
 ​8th and 14th day more
success Rate
 7th basically no.
Month
20XX
PRESENTATION TITLE
16
 Success Rate
 Feb , Nov
 Failed​
 Aug ,Jan
Is loan going to affect Subscription of Deposit ?
Housing Loan Personal Loan
20XX
PRESENTATION TITLE
17
SUMMARY
18
SEGMENT 1
• HH, Entrepreneur , Unemployed , Student​
• secondary education
• 8th and 14th day
• Feb , Nov
SEGMENT 2
• Service ,Retired , Admin
• 7th day
• Aug ,Jan
• No Housing loan
• Yes Personal Loan
THANK YOU

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Bank Marketing Campaign Analysis.pptx

  • 1. Bank Marketing Campaign Analysis Mohit
  • 2. INTRODUCTION The data is related with direct marketing campaigns of a Portuguese banking institution. The marketing campaigns were based on phone calls. 2 Sources- Created by: Paulo Cortez (Univ. Minho) and Sérgio Moro (ISCTE-IUL) @ 2012
  • 3. PRIMARY GOALS Campaign Performs Better ? Campaign Was Effective For Which Type/Group Of People Anything In Common Which Did Not Respond To A Campaign Well Segmentation Base on This Analysis
  • 4. Exploratory Data Analysis Concat • Train • Test Missing Value • Not Present At First Instance • (unknown ‘, ‘-1’ ) Duplica te •Present Statistica l Summary Outlier •Present Skewness •Log X transformatio n Campaign •Campaign 1 •Campaign 2 4 Feature Engineering Pattern Detecting Via Visualization
  • 5. Inspection of DATASET 5 •Number of features in dataset : 17 •Number of Observations in dataset : 49730 Data Type Number Numerical 6 Categorical 11 Age Job Marital Education Default Balance Housing Loan Contact Day Month Duration Campaign Pdays Previous Poutcome Y 0 58 manage ment married tertiary no 2143 yes no unknown 5 may 261 1 -1 0 unknown no 1 44 technicia n single secondary no 29 yes no unknown 5 may 151 1 -1 0 unknown no 2 33 entrepre neur married secondary no 2 yes yes unknown 5 may 76 1 -1 0 unknown no 3 47 blue- collar married unknown no 1506 yes no unknown 5 may 92 1 -1 0 unknown no 4 33 unknown single unknown no 1 no no unknown 5 may 198 1 -1 0 unknown no
  • 7. STATISTICAL OBSERVATION - Numerical age balance duration campaign pdays previous count 40690.0 40690.0 40690.0 40690.0 40690.0 40690.0 mean 41.0 1356.0 258.0 3.0 40.0 1.0 std 11.0 3049.0 257.0 3.0 100.0 2.0 min 18.0 -8019.0 0.0 1.0 -1.0 0.0 25% 33.0 73.0 103.0 1.0 -1.0 0.0 50% 39.0 449.0 180.0 2.0 -1.0 0.0 75% 48.0 1422.0 318.0 3.0 -1.0 0.0 max 95.0 102127.0 4918.0 63.0 854.0 275.0 7
  • 8. STATISTICAL OBSERVATION - Categorical 20XX PRESENTATION TITLE 8 Job Marital Education Default Housing Loan Contact Day Month Poutcome Y count 40690 40690 40690 40690 40690 40690 40690 40690 40690 40690 40690 unique 12 3 4 2 2 2 3 31 12 4 2 top Blue- collar Married Secondary No Yes No Cellular 20 May Unknown No freq 8786 24417 20896 39951 22571 34137 26389 2495 12368 33254 35922
  • 10. 10 Customer Belongs to Which Age Groups ? Age Group: •26-40 •41-60
  • 13. Job PRESENTATION TITLE 13  Group - Yes  HH  Entrepreneur  Unemployed  Student​  Group – No  Service  Retired  Admin
  • 14. Education PRESENTATION TITLE 14  Absence of secondary education in Campaign Two.​
  • 15. Day 20XX PRESENTATION TITLE 15  ​8th and 14th day more success Rate  7th basically no.
  • 16. Month 20XX PRESENTATION TITLE 16  Success Rate  Feb , Nov  Failed​  Aug ,Jan
  • 17. Is loan going to affect Subscription of Deposit ? Housing Loan Personal Loan 20XX PRESENTATION TITLE 17
  • 18. SUMMARY 18 SEGMENT 1 • HH, Entrepreneur , Unemployed , Student​ • secondary education • 8th and 14th day • Feb , Nov SEGMENT 2 • Service ,Retired , Admin • 7th day • Aug ,Jan • No Housing loan • Yes Personal Loan