Financial Services

Raise the bar with AI in Financial Services

Customers expect an increasingly personalized experience. GenAI is fueling the opportunity and the pressure. TAZI’s unique approach captured in its AI and GenAI Platform and Solutions is proven to enable personalized proactive services for increased customer acquisition and retention. We are relentlessly focused on actual business results, not just efficiency. Our goal? To catalyze your growth, boost effectiveness, and minimize risk.

Unlocking AI’s Potential for Customer Management in Financial Services

TAZI’s Financial Services Use Case Library helps prove the ROI for AI, fast. These are industry proven AI and GenAI acquisition and retention use cases that kickstart customer teams’ long term AI strategy. Simply add your data, the models will self retrain, and quickly test the ROI to see where you can have the highest impact. Best of all, this is just a starting point. With TAZI you can continue to build new use cases where you’ve seen the most value, so our value grows with yours.

This frictionless approach democratizes cutting-edge technology, enabling business leaders to seamlessly integrate AI into strategic operations. The result? Enhanced decision-making that drives revenue and fosters innovation.

TAZI’s AutoML and MLOps Platform: A Powerhouse for Data Experts

For data scientists and IT professionals, TAZI offers more than just tools. Our robust AutoML and MLOps platform is a versatile solution. Whether you’re developing new models in Python/R or TAZI, or you are managing existing ones, our platform ensures that technical users can exploit AI’s full potential with unmatched flexibility and efficiency.

Staying Ahead in a Rapidly Evolving Market

In the competitive world of financial services, staying ahead is key. Our integrated AI/Gen AI solutions ensure that financial institutions are not just keeping up but leading the change. With TAZI, you’re equipped to make informed decisions that pave the way for innovation and growth.

TAZI’s Fit in Finance/Banking

  • Commercial Banking
  • Investment Banking  
  • Retail Banking 
  • Corporate Banking 
  • Credit Unions 

TAZI.AI leverages AI to enhance risk assessment, optimize customer service, and streamline operations, from credit scoring to personalized banking services.

Our platform assists in fraud detection, loan approval processes, and customer data analysis, ensuring efficient, secure, and customer-centric banking experiences.

TAZI’s Fit in Insurance

  • Auto 
  • Life & Health
  • Personal & Commercial

 

Implement AI-driven solutions for personalized policy recommendations, risk evaluation, and efficient claims processing.

TAZI.AI aids in detecting fraudulent claims, automating underwriting processes, and offering customized insurance products based on individual risk profiles and preferences.

 

Any Single Model Cannot Do the Job

In working with financial services organizations, we’ve learned that no single AI model can tackle a business challenge effectively. Instead, only a composite of multiple AI and GenAI models working together can deliver a complete potential ROI. With TAZI, you embark on an AI journey beyond prototyping and building first models, to realizing a full-fledged AI strategy that continues to update as your business conditions change.

Our Strategy?

We go beyond single-model approaches. TAZI employs a synergy of models, each serving a unique aspect. 

Revolutionizing Business Decisions

Customer Retention:

  • Churn Prediction: Utilizing AI to foresee and mitigate customer churn, paving the way for more effective client retention strategies.
  • Customer Complaints Resolution: Employing AI to refine the complaint resolution process, thereby boosting client satisfaction and operational efficiency.
  • Sentiment Classification: Leveraging AI for comprehensive sentiment analysis, to better understand and respond to customer feedback.
  • Upsell/X-Sell Probability (per product): Applying AI to predict the likelihood of clients purchasing additional financial products or services, enabling targeted upselling and cross-selling approaches.
  • Propensity to Buy: Using AI to pinpoint clients with a higher propensity to invest in new financial offerings, personalizing and enhancing the sales experience.
  • Targeted Marketing: Implementing AI-powered marketing strategies, customized for distinct client segments, to increase campaign effectiveness and ROI.
  • Profitability Detection: Analyzing profitability metrics via AI to uncover the most lucrative business areas, guiding smarter resource allocation and strategic planning.
  • Price Elasticity: Understanding and predicting customer response to pricing changes in financial products and services using AI, aiding strategic pricing decisions.
  • Customer Lifetime Value: Estimating the long-term value of clients through AI, facilitating more strategic customer relationship management and prioritizing resource allocation.

Demand Prediction:

  • Deposit Prediction: Enhancing liquidity management and investment strategy formulation with accurate deposit trend forecasts.
  • Debt Recovery: Streamlining the recovery process, identifying the most effective approaches for different customer profiles.
  • Non-Performing Loan Recovery: Improving recovery rates for non-performing loans through pattern identification and strategic model application.
  • Credit Risk Detection & Prediction: Sharpening credit risk assessments, predicting potential risks and customizing credit offerings.
  • Pairs Trading: Identifying pairs trading opportunities in the financial markets to enhance trading strategies and portfolio performance.
  • Stock Market Anomaly Prediction: Detecting anomalies in stock market trends, providing strategic insights for investment decisions.
  • Trend Prediction: Forecasting financial market and consumer trends to keep financial institutions proactive and adaptive.
financialsuccess

Fraud Detection:

  • Check Fraud Prediction: Employing predictive AI models to identify potential check fraud, enhancing the security of transactional processes.
  • Risk Audit: Leveraging AI to conduct thorough risk audits, identifying and addressing potential vulnerabilities in financial operations.
  • Payment Audit: Using AI to automate and optimize payment audits, ensuring accuracy and compliance in transactional activities.
  • Propensity for Litigation: Applying AI to assess the likelihood of litigation in financial activities, aiding in proactive legal risk management.
  • Auditor Recommendation: Implementing AI to assist in auditor recommendations, ensuring optimal compliance and financial integrity.

Personalized Customer Management powered by AI

Customers’ banking options continue to increase, pressuring the banks to speed up innovation in personalizing their customer experiences to attract and retain more customers.

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