Crux Intelligence is designed to drive analytic adoption for Bandhan Mutual Funds.
One of India’s largest Asset Management Companies needed a more efficient way for their Relationship Managers (sales team) to access their sales achievement KPIs as they were out in the field. They also needed a way to evaluate customer buying history to predict the best products for each sales rep to pitch to individual customers.
- Crux Intelligence brought in data from sales interactions, external data sources and clients’ custom prioritization models to provide real-time intelligence on their customers.
- Now the Relationship Manager could type the distributor code and get a 360-degree view of distributor performance.
- RMs were able to track their performance & receive notifications on their cell phone every time there was an anomaly/deviation in the data.
- RMs could query and create quick dashboards without relying on Analytics/ Business Intelligence teams.
“Crux Intelligence Is A Powerful Next Generation BI Tool Powered By Experiential Analytics”Head, Business Analytics & Process Engineering, Finance