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Financial Services

AI Solutions for Financial Services

4 production-proven solutions for data management, customer insight, and contact intelligence — each running as a parallel digital twin with zero risk to your systems of record.

Solutions

Key Customer Insight Contact Management Data Portal Data API

Key Customer Insight

Insight From Multiple Sources · Internal and External

Problem
  • Key customer insight data is often located outside of systems-of-record
  • Valuable customer information is located department-level computers or desktop spreadsheets that are not accessible by systems-of-record
  • Customer entered and customer maintained data needs to be incorporated into customer insight apps
  • Public domain information (eg. tax records) must be incorporated into customer insights
Solution
  • Implement continuous real-time data import from systems-of-record
  • Implement continuous real-time data import from department-level computers and desktop applications
  • Implement continuous real-time data import from public domain sources
  • Implement continuous real-time data import directly from customers
Impact
  • Deeper key customer insight
  • Enables all customer information, regardless of where it resides, to be incorporated into 360 degree view of customer relationship and customer activities
Why Fractal
  • Fractal Programming enables continuous real-time data import
  • Data import tools work with internal and external data sources, including public domain data
  • Data import tools work with desktop resources such as spreadsheets and text files in addition to data exports from systems-of-record
  • Customer data entry / import supported

Customer Contact Management

All Customer Contacts · Manage Customer Communications

Problem
  • Contact information for notification of outages or other problems can be different than billing contact
  • The scale of customer base can make data management and automated communication challenging
  • Customers need to be able to update contact information and preferences to track changes in their internal organization
Solution
  • Customer portal that enables customers to update their contact information and preferences
  • Internal support portal for use by call center and key accounts team to track and update customer contact information
  • Identification and classification of critical, priority, and key accounts loads for real-time detection of site-specific outages and other issues
Impact
  • Customers proactively notified and updated on issues
  • Organizational and contact changes continuously tracked and updated
Why Fractal
  • Fractal enables data portals to be easily built for both internal and external customer use
  • Flexible database definitions enable easy addition of attributes for tracking critical, priority and key accounts
  • Native email, text and voicemail communication for alerting and alarming
  • Solution scalability for entire customer base

Customer Data Portal

Customer Data Available On · Desktop · Mobile Devices

Problem
  • Customers want access to customer and billing data on digital devices
  • Customers want to do scenario analysis
  • Customers want budget forecasts
  • Customer want to supplement their data
Solution
  • Parallel customer care and billing system that is accessible from customer's digital devices
  • Instant customer visibility to their real time bill
  • Customers have easy access to budget forecasts
  • Customers can self-service their data needs which frees up key account and call center resources
Impact
  • $10 million development cost savings and customer support cost reduction for customer information portal
Why Fractal
  • Delivered a parallel customer care and billing system in 90 days with 90% less cost than legacy system
  • Application provides customer rate plan scenario analysis, budget forecasts, and enables customer to enter supplemental information
  • Customers can self-service their information needs on web portal from their digital devices

Data API

Web Services · Billing · Customer & Program Info

Problem
  • Customers increasingly requesting programmatic access to their data
  • Large customers want convenient access to their entire portfolio of accounts and associated information
  • An API is necessary in order to make many third party services available to customers
Solution
  • Web services API's are exposed as components of parallel systems for managing billing, and customer information
  • Customers can access the data both via interactive web portals and via programmatic APIs
  • Multiple data format supported (JSON, XML, CSV) as well as custom data formats
Impact
  • Increased customer satisfaction
  • No additional load on IT resources
  • Third party services easier to enable for customers
Why Fractal
  • Delivered parallel data management system with Fractal Programming
  • Make billing and other customer data available without imposing any load on legacy systems-of-record
  • Consistent interface and interaction for customers across all data types and data requests

Ready to See Fractal in Your Environment?

90 days, your production data, zero disruption to existing systems.

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