Case Studies
Optimizing Banker Sales Activities
Overview
Analytics & Modeling - Predictive Analytics Analytics & Modeling - Real Time Analytics | |
Finance & Insurance | |
Business Operation Sales & Marketing | |
Predictive Replenishment | |
Data Science Services System Integration | |
Operational Impact
The software measured a statistically significant 2.4% increase in revenue from bankers who increased visit frequency. | |
The bank found that increasing other activities (for example, calls, appointments) did not drive a significant test vs. control lift in revenue. | |
Bankers who received leads in specific client segments drove an even greater lift of 3.1%. | |
Quantitative Benefit
The bank increased annual revenue by an incremental $5MM. | |
APT’s Test & Learn software showed that increasing visits to commercial customers drove a 2.4% lift in revenue on average. | |
Prioritizing which customers were visited (e.g., leads) led to an even greater revenue increase of 3.1%. | |