Home Global investment bank creates Customer 360 to optimize sales performance

Global investment bank creates Customer 360 to optimize sales performance

Learn how Hitachi Consulting is providing the world’s largest financial services network and top 5 foreign exchange (FX) trader with a 360-degree view of their customers, known as their ‘Golden Source’ for all FX trading data.

This global financial services corporation is currently the world’s largest financial services network and a top 5 foreign exchange (FX) trader. The company has approximately 16,000 offices worldwide in more than 140 countries. It employs approximately 260,000 staff and holds over 200 million customer accounts.

Sales personnel had been finding it difficult to get an accurate picture of a client’s position due to disparate sales data, stored in various product based silos.

Hitachi Consulting’s solution delivers new insights by employing data mining algorithms to predict customer behaviour and optimise coverage in the areas of:

  • Forecasting patterns of transactional behaviour
  • Predicting cross-sell opportunities (FX to FX option, spot, etc.)
  • Identifying of customers’ propensity to churn
  • Relationship analysis
  • Identifying which clients are better served via the medium of voice or e-commerce

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