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
Will businesses share their financial data?
Businesses are increasingly recognizing the value of sharing their data in exchange for superior financial services and advice. By providing access to their financial and commercial data, they enable service providers to gain a comprehensive understanding of their financial health. This detailed insight facilitates tailored advice, precise forecasting, and improved financial outcomes for the business while driving growth and profitability for the service provider.
How reliable are the data connections?
Our token-based API connections offer a reliable and superior experience by ensuring secure, real-time, and consistent access to data, which is a marked improvement over older screen scraping technology known for its inefficiency and vulnerability to errors.
What if my customer isn't using an app to manage their business?
Our platform also accommodates less technically savvy customers by allowing the upload of financial documents such as PDFs of financial statements and bank transactions. Our advanced parsing technology extracts and structures data from these documents, transforming raw data into actionable insights.
This means even if your customer isn't using an app to manage their business, you can still gain a comprehensive understanding of their financial status and provide a tailored service. This inclusive feature ensures that you can serve a wider range of customers, enhancing the adaptability and effectiveness of your services.
Why not just build what we need ourselves?
Drawing from our extensive experience, we understand the significant work and complexity involved in managing diverse data models and handling edge cases, and with our ongoing commitment to enhancing and maintaining our software, we alleviate these challenges, enabling you to focus on your core business tasks.