AI-Powered Commercial Intelligence
We built an advanced BI dashboard with AI models for risk anticipation and commercial opportunity detection.
Primary Impact
Predictive
Insights
Client
Financial Services Provider
The Challenge
The commercial team lacked deep visibility into client portfolio health, credit risk, and upsell opportunities — relying on intuition rather than data to make key decisions.
Our Solution
AITOM built an advanced Power BI dashboard integrated with AI/ML models. The solution performs automatic customer segmentation, scores credit risk, and detects sales opportunities in real time.
Key Results
- 1
Transformed the sales culture to be fully data-driven.
- 2
Better risk anticipation, reducing potential bad debt exposure.
- 3
Improved sales segmentation by focusing on high-potential customer segments.
- 4
Increased client retention through proactive account management.
Project Overview
Client
Financial Services Provider
Primary Impact
Predictive
Insights
Industry
Finance / CommercialTechnology Stack
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