NBA for Retail Banking Powered by TCS Customer Knowledge Platform
By Tata Consultancy Services Ltd
- Rating
- Not rated yet
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- Pricing
- Free
- Listed since
- 2021
About NBA for Retail Banking Powered by TCS Customer Knowledge Platform
Hyper-Personalized Recommendations powered by Niche Banking Insights
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.
Highlights
- 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.
Screenshots and videos
Image 1 of 5
Pricing
Free.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Not supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 22, 2021
- Languages
- English