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Development of an AI-Powered Customer Engagement Platform for a Fintech Company
  1. case
  2. Development of an AI-Powered Customer Engagement Platform for a Fintech Company

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Development of an AI-Powered Customer Engagement Platform for a Fintech Company

unosquare.com
Financial services
Information technology
eCommerce

Challenges in Customer Retention and Engagement

The client faces high customer churn rates due to a lack of personalized user experiences, inefficient cross-channel communication, and limited real-time insights into customer behavior. Manual marketing processes also hinder scalability and responsiveness.

About the Client

A fintech company specializing in digital banking solutions and personalized financial services for SMEs and individual consumers.

Project Goals

  • Develop an AI-driven platform to deliver hyper-personalized financial product recommendations
  • Integrate real-time analytics for actionable customer insights
  • Automate cross-channel marketing campaigns to improve engagement
  • Reduce customer churn by 20% within 12 months

Core System Functionalities and Features

  • AI-powered customer segmentation engine
  • Real-time analytics dashboard with predictive modeling
  • Automated email/SMS/call campaign orchestration
  • Mobile app integration for personalized notifications
  • APIs for third-party financial data sources

Technology Stack Preferences

Python
TensorFlow
Apache Kafka
AWS Lambda
React.js

External System Integrations

  • Salesforce CRM
  • Stripe Payment Gateway
  • Google Analytics 4
  • Twilio SMS API

Performance and Compliance Requirements

  • 99.9% uptime SLA
  • Sub-2-second API response times
  • GDPR and PCI-DSS compliance
  • Horizontal scalability for 1M+ users

Expected Business Impact

The solution is projected to increase customer lifetime value by 30%, reduce onboarding time for new clients by 50%, and enable 24/7 automated support for 80% of routine customer inquiries, positioning the client as a market leader in AI-driven financial services.

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