Sales and onboarding
Automation powered by AI transforms the Sales and Onboarding process by delivering intelligent customer experiences. AI algorithms personalize communication, such as tailoring email sequences or recommending the best services based on user data. Digital forms leverage AI for real-time validation and data enrichment, ensuring accuracy while reducing manual entry.
AI-driven chatbots handle initial queries, providing instant assistance and improving customer satisfaction throughout the onboarding journey.
Sales segmentation
Every customer is different - so effective selling requires personalization. Standard segmentation approaches often fail to keep up with dynamic market changes.
Our no-code/low-code platform allows companies to automatically analyze, group and target customers based on transactional, behavioral and contextual data - without coding.
Precise customer segmentation - without coding.
Create advanced customer profiles
Segmentation based on demographic, purchase and activity data.
Identify the most valuable groups
Analysis of CLV, purchase frequency and growth potential.
Automate sales strategies
Dynamic offers, campaign targeting and better personalization.
X-sell, Upsell and Refinancing
Not every sale ends with a single transaction. The key to increasing revenue and customer value (CLV) is an effective cross-sell, upsell and refinance strategy.
Our no-code/low-code platform enables you to automate sales processes, precisely target customers and dynamically recommend offers - all without coding.
Increase sales - intelligently and effortlessly.
Detect cross-sell and upsell opportunities
Real-time analysis of customer purchases, activity and needs.
Personalize offers and recommendations
Dynamic product and service suggestions tailored to customers.
Automate refinancing
Quick and accurate assessments of creditworthiness and financing terms.
Customer churn probability
Customer loss is one of the biggest challenges for companies. The cost of acquiring a new customer is many times higher than retaining an existing one, so early detection of warning signs and effective preventive actions are key.
Our no-code / low-code platform allows companies to automatically identify customers at risk of leaving (churn), analyze the causes and implement retention actions - no coding required.
Retain customers before they leave - intelligent churn prevention.
Predict churn risk in real time
Analyze customer behavior, transactions and interactions.
Identify key churn factors
Learn what influences customers to leave and what actions can prevent it.
Automate retention strategies
Personalized offers, marketing campaigns and interactions at key moments.
KYC & KYB
The world of finance and services requires fast, accurate, and regulatory-compliant verification of customers (KYC - Know Your Customer) and companies (KYB - Know Your Business). Traditional processes are costly, slow and error-prone.
Our no-code / low-code platform enables KYC and KYB automation - integrating data from various sources, eliminating manual processes and meeting regulatory requirements without coding.
Secure and compliant verification - without coding.
Automatically verify the identity of customers and companies
Integrating with government databases, registries and scoring systems.
Ensure compliance with AML and GDPR regulations
Tracking and documenting processes as required by law.
Eliminate fraud and abuse
Detect false identities, suspicious entities and warning signals.