Optimizing the Banking Sales Cycle
Problem to be Solved
Bank sales staff face difficulties in identifying potential customers, selecting the right products, and lack tools to support the collection and analysis of business information.
Problem Statement
How can the sales process be optimized and the conversion rate increased for bank sales staff?
How QAI solution solves the problem?
- Analyze customer data to identify potential leads.
- Suggest suitable products based on customer profiles.
- Automatically extract business information from images.
- Collect business information from the internet.
- Automate reports and analyze performance insights.
Why the problem was not solved before?
- Lack of automated data analysis tools.
- Manual and time-consuming information gathering process.
- No system for learning from past experiences.
Results from the solution
- Increase conversion rate by 40%.
- Reduce information gathering time by 60%.
- Improve product consultation quality.
3/4/2025
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