Portfolio Analytics - Commercial Banking

Portfolio Analytics – Commercial Banking
March 15, 2019 Celia Kim

ROI: return of $866K per annum (18X ROI)

For a group of 40 commercial bankers

Using AI to provide bankers with faster, more meaningful insights to support portfolio strategy, performance coaching, and build deeper customer relationships.

Business Areas

  • Sales Opportunities
  • Customer Advocacy
  • Pipeline
  • Industry average spend

Hyper Anna Users

  • Commercial Bankers
  • Regional General Managers
  • State General Managers

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