Engage
Retain and engage your business customers with real-time highly personalized insights which drive action. You’ll understand your customer’s financial health before the competition and your customers will love seeing offers that help them grow.
Engage provides a potent tool for upselling/cross-selling, delivers a comprehensive customer insights dashboard, offers advanced risk and opportunity awareness, and enables real-time team notifications and customizable insights.
With Engage, you’re not just reacting to the market; you’re staying a step ahead.
Upselling/Cross-Sell
Engage harnesses the capabilities of artificial intelligence to offer you unique advantages in upselling and cross-selling opportunities. It intelligently analyzes customer behavior, transaction history, and other financial parameters to identify potential upsell or cross-sell prospects.
The system uses predictive modeling to accurately determine which products or services a customer is likely to need next, enabling you to proactively offer targeted upsells or cross-sells.
Customer Insights Dashboard
The Engage product also features an intuitive customer insights dashboard. This centralized dashboard displays key information about your customers’ financial needs and can help inform and guide them with their business growth.
This information is also at your fingertips, you can gain a deeper understanding of your customers and tailor your approach to match their needs and expectations.
Configurable Insights
Engage allows you to configure your own insights. It offers a flexible, user-friendly interface where you can set your parameters and factors for the AI to analyze. This means you can customize the system to focus on the details that are most relevant to your business, making the insights generated even more valuable.
Advanced Risk/Opportunity Awareness
Risk and opportunity awareness is another remarkable feature of our Engage product. It leverages a rich library of generative AI-based insights that analyze multiple parameters to determine potential risks and opportunities. This system can predict cash flow problems, credit risk, market opportunities, and other essential factors, helping you and your clients make well-informed, data-driven decisions.
Moreover, Engage is designed to keep your team informed in real-time. Whenever a new insight is generated or a significant change is detected, automatic notifications are sent out to the relevant team members. This ensures your team is always aware of any developments and can react swiftly.
FAQ
Is my personal financial data safe when I share it with Boss Insights?
Absolutely, your security is our top priority. Boss Insights uses state-of-the-art encryption and secure servers to protect your data. We comply with all relevant regulations to ensure your information remains confidential.
How does sharing my financial data benefit me?
By sharing your financial data, you gain a comprehensive view of your finances. This allows for personalized insights, better budgeting, and informed decisions, helping you achieve your financial goals more effectively.
Can I control what financial data is shared with Boss Insights?
Yes, you have complete control over which accounts and data you share. You can choose to link specific accounts or exclude others based on your preferences.
Will sharing my data expose me to unwanted marketing or spam?
No, we respect your privacy. Your data is used solely to provide you with financial insights and will never be shared with third parties for marketing purposes without your consent.