Customer profile analysis for upsell and cross-sell with AI

The challenge

Relationship teams need to identify, within extensive customer bases, signals indicating new needs, product affinity, and the appropriate timing for approach. When this information is scattered, prioritization depends on manual reading and individual knowledge, which reduces scale and consistency.

The solution developed

CISP1 developed an application that consolidates authorized relationship data, structures each customer's context, and uses analytical models to identify patterns, affinities, and opportunity signals.

The solution delivers recommendations and justifications to the responsible professional, functioning as a support layer for commercial decisions. The goal is not to automate the choice for the customer, but to increase the quality of prioritization and the level of context available for the approach.

How the application works

• Consolidates history and available relationship data.
• Structures the relevant profile and context of each customer.
• Identifies patterns, affinities, and opportunity signals.
• Prioritizes opportunities and presents justifications for analysis.
• Makes recommendations available for the commercial flow.

Value for the operation

• Improves work prioritization for relationship teams.
• Increases the level of personalization in approaches.
• Reduces manual cross-referencing effort from different information sources.
• Makes the use of relationship history more systematic.

Capabilities applied