Data Management Review

Financial services firms may be trailing the field when it comes to exploiting digitalisation to improve client experience and there are obstacles to success, but the application of analytics to behavioural data can help firms drive business intelligence and improve client outcomes.

More specifically, analysis of client behavioural data can deliver benefits including the ability to engage more meaningfully with clients, enhance cross-selling and up-selling, and gain a greater understanding of client needs.

This white paper, sponsored by DST Systems and including the results of a survey of buy-side data and analytics professionals by A-Team Group, explains the state of play among financial firms on the use of qualitative and quantitative client behavioural data, and provides guidance on how to consolidate and analyse the data to deliver a better customer experience.

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