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© 2014 BRIDGEi2i Analytics Solutions Pvt. Ltd. All rights reserved
Prithvijit Roy
CEO & Co-founder
prithvijit.roy@bridgei2i.com
Customer Intelligence Solutions
BRIDGEi2i Analytics
BRIDGEi2i – Bridging Information, Insight and Impact
2
Information Big Data
Management
Reporting,
Research &
Visualization
Insight Behavioral
Modeling &
Personalization
Resource
Planning &
Optimization
Impact Decision
Engine
Analytics
Operationalization
Partnering with enterprises globally to monetize their data assets
Transform and visualize big data into
meaningful business metrics
Identify underlying patterns, understand
behavior and predict outcome
Institutionalize data driven decisions to
realize sustainable business value
Increased Need for a Customer Centric Approach…
3
1
2
3
Understanding customers better to drive business profitability
More Customers
More Revenue from
Customers
Retain Customers at
a Lower Cost
66% 17%
Marketing leaders
don’t know how much
their customers are
worth
Potential increase in
sales from identifying
and maximizing top
value customers
invested in
finding new
clients
80%
20%
invested in
existing
clients
80%Revenue comes from
customer retention
Issues Marketers face today… …What Marketers need
BUT
Sourced from multiple studies
…As Data Explodes Across Channels and Sources
4
Structured Unstructured
Customer transaction history
Customer surveys
Product usage data
Marketing information
Customer support feedback
Calls records/interactions
Customer Briefing/Investor Centre
Internal
Social media data about –
Company
Competition
Products
Demographics
Credit Bureau information
Market research data
External
Customer Intelligence today needs 360 degree view of customer across sources and channels
INFORMATION – Build Customer Knowledge
5
Customer Engagement Insights
Quantitative Surveys – Framework to capture and
measure satisfaction and loyalty from surveys such
as Net Promoter Score
Qualitative Surveys – Text categorization and
mining to understand key issues from qualitative
feedback in engagement surveys
Customer Experience
Management
Social Media Monitoring
Monitoring buzz, mentions, hot topics. Text
mining to assess sentiments, themes and
tonalities of key customer comments &
discussions from social media & review sites
TRACKing Customer EXperience (EX-TRACK)
Platform for continuous tracking of customer needs
& experience using customer support data, surveys,
product usage, social data etc.
Social Intelligence 360-Degree Customer
Profiling
BRIDGEi2i Solution EX-TRACK provides Streamlined and Automated Insights from End to End Customer
Experience Program
• Integrate survey
data along with
support instance
& customer info
• 360 degree view
of customer
across channels
Experience Surveys
Support Instance
Data
Agent Data
Data Integration
Platform
• Design &
Implement
tracking of
periodic surveys
by drag & drop
• Automated, real-
time monitoring
• Widely distributed
web dashboards
based on access
control
• Drive personalized
recommendations
Customer Profiling:
Reporting & Visualization of key Customer
performance metrics across various segments
based on transactional and demographic data
Loyalty Analysis & Value Migration
Insights on customer loyalty behaviour to identify
most valuable customer segments and
understand business value migration for key
segments
INSIGHT – Personalized Target Marketing
6
Segmentation Target Marketing Models
Leverage information about customer behaviour to identify opportunities to provide personalized
interventions across the customer lifecycle
Look-Alike Models:
Models for lead generation & qualification for customer acquisition leveraging
on prospect attributes (e.g. demographics) to identify profiles similar to existing
customers.
Propensity Models:
Acquisition and CRM targeting models based on combination of customer
attributes used to predict likely customer behavioural events such as response,
conversion, cross-sell, next best product, attrition, willingness to pay etc.
Life Time Value Models:
Target Marketing models predicting life time customer value / profitability to
enable targeting based on long term customer value rather than a single event.
Visit frequency
Response to
discounts
Time spent
per page
Discount
seekers
Informed
shoppers
Fence sitters
CUT-
OFF
AGE
(55-83)
INCOME
(>=$30K)
MARITAL
STATUS
(Married)
EDUCATIOON
(College+)
Credit Balance
>= 50K USD
HIGH
LOW
Conversion Rate
Customer Segmentation:
Identification of homogeneous groups of customers leveraging multiple
dimensions of customer behaviour, demographics, product preferences etc.
to enable differentiated marketing treatment for each segment.
Micro Segmentation:
Granular actionable target customer and market segments for very focused
and tactical personalized marketing efforts to acquire, grow and retain
valuable customers
Lead Scoring from Demographics
IMPACT – Operationalize & Realize Value
7
Recommendation Engine
Campaign Planning
Plan Campaign calendar based on marketing
objectives, strategy, budgets and approvals
Campaign Operations Campaign Measurement and
Optimization
WHO
• Who to target
• Who will be most profitable?
WHAT
• What product will s/he buy?
• What price will s/he buy?
WHEN
• When will s/he buy?
• When will s/he churn?
HOW
• How will I reach out /
engage?
• How often should I reach out
Real time, 1:1, Personalized Recommendation
Engine
Personalized offers based on leveraging multiple aspects
of modelling providing real time recommendations on
what product to target which customer at what time and
with what offer
Campaign Execution
Execution of marketing campaigns and list
processing leveraging industry standard tools
We identify the most optimal combination of factors influencing a campaign and deliver actionable insights to
refine multi channel marketing campaigns
ROI and Impact Modelling
Estimate effectiveness of vehicles or type of
promotions by correlating historical efforts and
historical results leveraging marketing mix and
attribution models
Campaign Monitoring
End to end process of monitoring performance of
Campaigns & Leads through definition of metrics
around reach, engagement and conversion
Design of Experiments
Identify the best message-channel-offer
combinations through champion-challenger
models
Illustrative Work Samples
8
Personalized Recommendation Engine
Customer Experience Studies Social Intelligence User Experience Analysis Acquisition Scorecards
Targeted Cross Sell to SMB Life Time Value Modeling Intelligent Customer Order Prediction
Micro Segmentation Identify Most valuable Customer Measure Campaign Effectiveness Lead Generation Models
BRIDGEi2i Customer Intelligence Approach
9
SUSTAIN
SIMPLIFY
Actionable intelligence in your
fingertips to understand customer
experience and the most optimal
targeting strategy
Operationalize data driven decision
making and deploy a closed loop
campaign mechanism to deliver and
quantify impact from marketing
SOLVE
Solving unstructured business problems
to enhance customer experience &
profitability using behavioural
modelling & personalization
We enable a customer centric approach across their lifecycle…
All Existing or potential
customers
Identify those who meet the
product criteria
Identify those most likely to
purchase
Identify those most likely to be
profitable
Identify those most likely to
respond
Identify those most likely to
remain loyal
… partner with you to multiply value from your customers
Our Journey So Far
10
Our Journey Team Recognitions
• One of the fastest growing analytics
solution provider with marquee global
clients across industries
• 65+ member team with delivery
operations in Bangalore with sales office in
USA
• Investing in developing algorithms &
technology solutions to accelerate path to
impact – Big Data & innovation Lab
• Established scalable processes for talent
management, consulting rigour, quality
management, information security,
knowledge management & productivity
management
Enabling clients
to compete &
win based on
analytics
11 innovative Big Data start-ups in 2013
Recognized three years in a row - leading Big
Data Analytics & Products companies
10 Most promising Big Data companies in 2013
Top Fin-tech innovations in Finovate
Asia 2013
• Leadership experienced in building two
of the largest Analytics Centres of
Expertize for – GE & HP
• Team of data scientists, analysts &
programmers with advanced degrees
in Quantitative & Sciences, IT &
Management
• Team brings strong combination of
consulting, domain, technology &
analytics expertize.
• Guided by a team of 4 advisors in USA
who have the reputation of bringing
analytics led transformation in their
respective F100 enterprises
Working with 10+ Fortune 500 firms across verticals globally
Consumer
Goods
Retail &
Distribution
Financial
Services
Insurance Technology Education
Understand and reach
the right customer, at the
right time for increased
profitability…
Customer Segmentation
Customer Life-time Value
Social media insights
www.bridgei2i.com
: BRIDGEi2i
Campaign optimization

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Customer Analytics

  • 1. © 2014 BRIDGEi2i Analytics Solutions Pvt. Ltd. All rights reserved Prithvijit Roy CEO & Co-founder prithvijit.roy@bridgei2i.com Customer Intelligence Solutions BRIDGEi2i Analytics
  • 2. BRIDGEi2i – Bridging Information, Insight and Impact 2 Information Big Data Management Reporting, Research & Visualization Insight Behavioral Modeling & Personalization Resource Planning & Optimization Impact Decision Engine Analytics Operationalization Partnering with enterprises globally to monetize their data assets Transform and visualize big data into meaningful business metrics Identify underlying patterns, understand behavior and predict outcome Institutionalize data driven decisions to realize sustainable business value
  • 3. Increased Need for a Customer Centric Approach… 3 1 2 3 Understanding customers better to drive business profitability More Customers More Revenue from Customers Retain Customers at a Lower Cost 66% 17% Marketing leaders don’t know how much their customers are worth Potential increase in sales from identifying and maximizing top value customers invested in finding new clients 80% 20% invested in existing clients 80%Revenue comes from customer retention Issues Marketers face today… …What Marketers need BUT Sourced from multiple studies
  • 4. …As Data Explodes Across Channels and Sources 4 Structured Unstructured Customer transaction history Customer surveys Product usage data Marketing information Customer support feedback Calls records/interactions Customer Briefing/Investor Centre Internal Social media data about – Company Competition Products Demographics Credit Bureau information Market research data External Customer Intelligence today needs 360 degree view of customer across sources and channels
  • 5. INFORMATION – Build Customer Knowledge 5 Customer Engagement Insights Quantitative Surveys – Framework to capture and measure satisfaction and loyalty from surveys such as Net Promoter Score Qualitative Surveys – Text categorization and mining to understand key issues from qualitative feedback in engagement surveys Customer Experience Management Social Media Monitoring Monitoring buzz, mentions, hot topics. Text mining to assess sentiments, themes and tonalities of key customer comments & discussions from social media & review sites TRACKing Customer EXperience (EX-TRACK) Platform for continuous tracking of customer needs & experience using customer support data, surveys, product usage, social data etc. Social Intelligence 360-Degree Customer Profiling BRIDGEi2i Solution EX-TRACK provides Streamlined and Automated Insights from End to End Customer Experience Program • Integrate survey data along with support instance & customer info • 360 degree view of customer across channels Experience Surveys Support Instance Data Agent Data Data Integration Platform • Design & Implement tracking of periodic surveys by drag & drop • Automated, real- time monitoring • Widely distributed web dashboards based on access control • Drive personalized recommendations Customer Profiling: Reporting & Visualization of key Customer performance metrics across various segments based on transactional and demographic data Loyalty Analysis & Value Migration Insights on customer loyalty behaviour to identify most valuable customer segments and understand business value migration for key segments
  • 6. INSIGHT – Personalized Target Marketing 6 Segmentation Target Marketing Models Leverage information about customer behaviour to identify opportunities to provide personalized interventions across the customer lifecycle Look-Alike Models: Models for lead generation & qualification for customer acquisition leveraging on prospect attributes (e.g. demographics) to identify profiles similar to existing customers. Propensity Models: Acquisition and CRM targeting models based on combination of customer attributes used to predict likely customer behavioural events such as response, conversion, cross-sell, next best product, attrition, willingness to pay etc. Life Time Value Models: Target Marketing models predicting life time customer value / profitability to enable targeting based on long term customer value rather than a single event. Visit frequency Response to discounts Time spent per page Discount seekers Informed shoppers Fence sitters CUT- OFF AGE (55-83) INCOME (>=$30K) MARITAL STATUS (Married) EDUCATIOON (College+) Credit Balance >= 50K USD HIGH LOW Conversion Rate Customer Segmentation: Identification of homogeneous groups of customers leveraging multiple dimensions of customer behaviour, demographics, product preferences etc. to enable differentiated marketing treatment for each segment. Micro Segmentation: Granular actionable target customer and market segments for very focused and tactical personalized marketing efforts to acquire, grow and retain valuable customers Lead Scoring from Demographics
  • 7. IMPACT – Operationalize & Realize Value 7 Recommendation Engine Campaign Planning Plan Campaign calendar based on marketing objectives, strategy, budgets and approvals Campaign Operations Campaign Measurement and Optimization WHO • Who to target • Who will be most profitable? WHAT • What product will s/he buy? • What price will s/he buy? WHEN • When will s/he buy? • When will s/he churn? HOW • How will I reach out / engage? • How often should I reach out Real time, 1:1, Personalized Recommendation Engine Personalized offers based on leveraging multiple aspects of modelling providing real time recommendations on what product to target which customer at what time and with what offer Campaign Execution Execution of marketing campaigns and list processing leveraging industry standard tools We identify the most optimal combination of factors influencing a campaign and deliver actionable insights to refine multi channel marketing campaigns ROI and Impact Modelling Estimate effectiveness of vehicles or type of promotions by correlating historical efforts and historical results leveraging marketing mix and attribution models Campaign Monitoring End to end process of monitoring performance of Campaigns & Leads through definition of metrics around reach, engagement and conversion Design of Experiments Identify the best message-channel-offer combinations through champion-challenger models
  • 8. Illustrative Work Samples 8 Personalized Recommendation Engine Customer Experience Studies Social Intelligence User Experience Analysis Acquisition Scorecards Targeted Cross Sell to SMB Life Time Value Modeling Intelligent Customer Order Prediction Micro Segmentation Identify Most valuable Customer Measure Campaign Effectiveness Lead Generation Models
  • 9. BRIDGEi2i Customer Intelligence Approach 9 SUSTAIN SIMPLIFY Actionable intelligence in your fingertips to understand customer experience and the most optimal targeting strategy Operationalize data driven decision making and deploy a closed loop campaign mechanism to deliver and quantify impact from marketing SOLVE Solving unstructured business problems to enhance customer experience & profitability using behavioural modelling & personalization We enable a customer centric approach across their lifecycle… All Existing or potential customers Identify those who meet the product criteria Identify those most likely to purchase Identify those most likely to be profitable Identify those most likely to respond Identify those most likely to remain loyal … partner with you to multiply value from your customers
  • 10. Our Journey So Far 10 Our Journey Team Recognitions • One of the fastest growing analytics solution provider with marquee global clients across industries • 65+ member team with delivery operations in Bangalore with sales office in USA • Investing in developing algorithms & technology solutions to accelerate path to impact – Big Data & innovation Lab • Established scalable processes for talent management, consulting rigour, quality management, information security, knowledge management & productivity management Enabling clients to compete & win based on analytics 11 innovative Big Data start-ups in 2013 Recognized three years in a row - leading Big Data Analytics & Products companies 10 Most promising Big Data companies in 2013 Top Fin-tech innovations in Finovate Asia 2013 • Leadership experienced in building two of the largest Analytics Centres of Expertize for – GE & HP • Team of data scientists, analysts & programmers with advanced degrees in Quantitative & Sciences, IT & Management • Team brings strong combination of consulting, domain, technology & analytics expertize. • Guided by a team of 4 advisors in USA who have the reputation of bringing analytics led transformation in their respective F100 enterprises Working with 10+ Fortune 500 firms across verticals globally Consumer Goods Retail & Distribution Financial Services Insurance Technology Education
  • 11. Understand and reach the right customer, at the right time for increased profitability… Customer Segmentation Customer Life-time Value Social media insights www.bridgei2i.com : BRIDGEi2i Campaign optimization