Your paperwork isn’t working. Let us help.
We bring machine learning out of the lab and into the real world. Let us show you what Infinia ML’s intelligent document processing solutions can do for you.
Client: Leading Wall Street Bank
Challenge: Identify new business opportunities and the most effective route to a deal
Solution: Models that map business prospects to disparate networks to make more informed and effective sales pitches
Wall Street is notoriously recognized as a hub for business competition. Banks that consistently win business leverage their sales data and relationship networks more effectively than others, and at the correct time.
Sales relationships and leads are largely maintained personally in the minds of bankers themselves. When banks want to sell a financial product, bankers either recall the best prospects from their own network or ask colleagues for guidance. This process, and thus, the bank’s success, rely on the current roster of bankers and their expertise.
Infinia ML used past success and relationship data to identify the sales leader and channel best suited for each opportunity.
Our machine learning models automatically match dozens of product offerings with prospects that resemble successful clients. The algorithm ranks and prioritizes the leads based on predicted success rate.
This client wanted to give their business development team a stronger predictive advantage than their competitors, which required advanced model customization. Infinia ML’s solution allows this Wall Street bank to strategically scout business prospects regardless of their banker roster.