Financial institutions
Transforming financial services with AI-driven strategies
CADV.AI partners with financial institutions, such as banks and channels, to significantly enhance their operational efficiency and deliver unparalleled customer experiences that fulfill and convert.
Features for financial institutions
Automate the personalisation process
Personalised Banking Experiences
Tailor each online banking experience to suit the individual’s needs. CADV.AI completely automates the personalisation process, applying rules based on customer data analysis to trigger specific product offers or services. For example, if a customer's spending indicates a potential interest in home buying, CADV.AI can automatically suggest mortgage consultations.
Widen profit margins
Dynamic Product Pricing
CADV.AI uses AI to analyze and apply the most effective pricing strategies. It can dynamically adjust pricing and interest rates for loans and other financial products based on customer risk profiles and market conditions, resulting in an increased loan origination volume, wider profit margins on loans, and improved customer acquisition and retention rates.
Intelligently combat fraud
Fraud Detection & Prevention
Rules are applied to transaction patterns in real time to identify potential fraud. CADV.AI adjusts its parameters dynamically based on AI-driven insights into emerging fraud trends, resulting in enhanced security for your website, app, and customers.
Boost customer satisfaction
Enhanced Customer Interactions
CADV.AI’s intelligent rule engine enhances the performance of chatbots and virtual assistants and chatbots. The average resolution time is greatly decreased due to personalised and enlightened customer interactions, boosting brand loyalty and increasing conversions.
Increase customer retention & reduce churn
Predictive Churn Analysis
By analysing customer data in real time, CADV.AI works to predict churn risk. CADV.AI automatically initiates retention strategies—such as personalized offers or outreach—to engage at-risk customers, reducing the churn rate and increasing customer lifetime value.
Increase engagement & skyrocket conversions
Predictive Analytics for Customised Financial Products
By utilising predictive analytics, CADV.AI identifies the right moment to offer financial products to customers, enhancing the likelihood of acceptance. CADV.AI’s intelligent rule engine triggers offers based on customer behavior patterns and predictive models.
Enhance portfolio performance & grow assets under management (AUM)
Investment & Wealth Management
CADV.AI provides automated, personalised investment strategies by applying rules that account for market changes, risk tolerance, and a customer’s unique goals. The AI-powered engine can manage and adjust investment portfolios according to dynamic criteria, resulting in benchmark-based enhanced performance, an increased customer retention rate in wealth management, and the growth of assets under management (AUM).
