Recommendation System (“Next Best Sell”)
Hyper-personalized next-best-product engine with bulk upload and automated email delivery.
Recommendation System (“Next Best Sell”)
Automated banking product cross-sell and client engagement engine.
How It Operates
The Recommendation System analyzes each customer’s transaction frequency, deposit patterns, credit utilization, and relationship lifecycle to identify the single most relevant next financial product to offer. Relationship managers can run individual profiles or batch-upload entire customer books.
Operating Workflow Steps
Input or Spreadsheet Ingestion
Staff enter an individual customer profile through a clean web form, or upload an Excel / CSV spreadsheet containing hundreds of accounts.
Instant Data Preview
For bulk uploads, staff inspect a live client-side data preview before any record is submitted, verifying columns and customer IDs.
Predictive Recommendation
The model matches each customer’s profile against banking products (e.g., Fixed Deposit, Revolving Credit, SME Growth Facility) with confidence rationale.
Dual Delivery Channels
Results are immediately returned as a downloadable spreadsheet for sales teams, or can be emailed directly to each customer with personalized copy.
How Staff Use It Today & Where It’s Headed
How Staff Use It Today
Staff can enter one customer’s details through a simple web form, or upload a spreadsheet of many customers at once. For a bulk upload, they see a quick preview of the data before anything is processed, then receive the results back as a downloadable spreadsheet — or have them emailed straight to each customer.
Where It’s Headed Next
Planned capabilities in delivery for this product solution:
- • Omnichannel campaign triggering across mobile banking app push notifications and WhatsApp Business API.
- • Dynamic rate customization based on real-time central bank discount benchmarks.
- • Predictive retention triggers alerting relationship managers when deposit velocity decreases.
Why It’s Built This Way
Engineered for regulatory compliance, transparency, and operational trust.
The AI narrates and classifies — it does not make the final call
Every process keeps a human decision-maker firmly in the loop. The software surfaces organized summaries and calculation transparency, while human officers make every final decision.
Nothing is silently dropped or hidden
If a record cannot be processed, an upload row is incomplete, or a document cannot be verified, it is flagged clearly and prominently rather than silently skipped.
Multi-market from the start
The platform does not assume any single country's rules, document standards, or currency — engineered from the outset to work across diverse markets without rebuilding.
Connect Database or Ingest Datasets For Recommendation System
Open the dedicated workspace console to link your PostgreSQL, Oracle, or Snowflake datastore, test bulk spreadsheet uploads with instant preview, run single-record live inferences, or stream through REST webhooks.
Connect Database & Test Live