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NBA for Retail Banking Powered by TCS Customer Knowledge Platform

Hyper-Personalized Recommendations powered by Niche Banking Insights

Overview

Next Best Action Strategy for Retail Banking that leverages powerful insights from TCS Customer Knowledge Platform to inform and guide the strategy flow. Recommendations that are personalized and based on the customer's persona and behavior.

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  • Personalized recommendations based on customer behavior, propensity to churn and recent credit card activities. Recommendations include options to download a budget tool, enroll in fraud or overdraft protection or activate global card usage.

  • Visibility of recent Card Decline issues from CKP right on the Contact detail page.

  • App generates the recommendations based on the CKP data directly without saving the data in Salesforce.

Salesforce Next Best Action strategy is designed for Retail Banking and built on the Financial Services Cloud. It leverages powerful insights from TCS Customer Knowledge Platform (using APIs) resulting in personalized recommendations based on the customers specific behavior and experience. These insights include banking channel events, banking churn propensity models, purchase history and aspirations. In addition to the pre-built Lightning Components and supporting Lightning Flows for Retail Banking Recommendations and Offers, the solution includes custom dashboards that provide insights into the overall performance of Next Best Action Recommendations.

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Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
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Managed Package

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