Each colour maps a published value to the exact source passage used to support it. Only bounded excerpts are public; administrators can inspect the complete captured source.
Title
AI-driven personalization improves advisor outreach
…in Contact Us Try Databricks Customer Stories / Ceska Sporitelna CUSTOMER STORY AI-driven personalization improves advisor outreach ≈32% Of branch advisors clicked on their personalized tips 50% Of advisor calls…
Company
Česká spořitelna
Česká spořitelna, part of Erste Group, improves advisor outreach with AI-driven personalization | Databricks Skip to main content Login Why Databricks Discover For App Develop…
Description
Ceska sporitelna, part of Erste Group, built Persona 360 on the Databricks Data + AI Platform to combine transactional, call center and digital data into deterministic and probabilistic client insights for branch advisors, using Unity Catalog, Feature Store and Lakeflow Jobs. Approximately 32% of branch advisors clicked on their personalized tips, half of advisor calls enhanced by personalized tips resulted in a personal meeting, and the bank gained 1,000 new client meetings within the first three months.
…ifications for more effective client interactions. Building on this foundation, a joint team of data scientists from Česká Spořitelna and DataSentics, an Eviden business, utilized the custom product Persona 360, built on the Databricks Data + AI Platform and deployed on Azure cloud. This integration capitalized on a suite of Databricks products such as Delta, U…
…or calls that were enhanced by personalized tips resulted in a personal meeting 1,000 New personal client meetings from personalized tips within the first three months To streamline customer service and boost customer engagement, Česká Spořitelna,…
Problem
Access to data was scattered among multiple teams using different tools (Oracle DB, Cloudera, Kafka), with no efficient way to leverage all data sources simultaneously. Manually analyzing each client's transaction history to decipher their current requirements, life circumstances and preferences became untenable, leading to increased workloads for branch advisors and lower conversion rates from outgoing calls due to generic conversation openers.
…manding client base in the modern era, the organization was facing a challenge. Access to data was scattered among multiple teams using different tools (Oracle DB, Cloudera, Kafka), with no efficient way to leverage all data sources simultaneously. Manually analyzing each client’s transaction history to decipher their current…
Solution
A joint team of data scientists from Česká Spořitelna and DataSentics, an Eviden business, built the custom product Persona 360 on the Databricks Data + AI Platform, deployed on Azure. The platform combined transactional, call center and digital data using Delta, Unity Catalog, Repos, Lakeflow Jobs, Feature Store, Dashboards and Alerts to produce deterministic and probabilistic client insights, channeled into the existing CRM system for branch advisors.
…na 360, built on the Databricks Data + AI Platform and deployed on Azure cloud. This integration capitalized on a suite of Databricks products such as Delta, Unity Catalog, Repos, Lakeflow Jobs, Feature Store, Dashboards and Alerts. The Databricks Data + AI Platform centralized data from various domains and too…
Industry
Financial Services
…revious on-premises solution couldn't accommodate. Share this post Details Industry : Financial Services Cloud : Azure Product : Unity Catalog More from Ceska sporitelna Ready to get s…
Technology
Databricks Data + AI Platform, Unity Catalog, Delta Lake, Lakeflow Jobs, Feature Store
…na 360, built on the Databricks Data + AI Platform and deployed on Azure cloud. This integration capitalized on a suite of Databricks products such as Delta, Unity Catalog, Repos, Lakeflow Jobs, Feature Store, Dashboards and Alerts. The Databricks Data + AI Platform centralized data from various domains and too…
Business value
≈32% of branch advisors clicked on their personalized tips, 50% of advisor calls enhanced by personalized tips resulted in a personal meeting (with another 27% resulting in a follow-up call), and the alerts drove 1,000 new personal client meetings within the first three months.
…a Sporitelna CUSTOMER STORY AI-driven personalization improves advisor outreach ≈32% Of branch advisors clicked on their personalized tips 50% Of advisor calls that were enhanced by personalized tips resulted in a pers…
…munication Automated alerts for bank advisors are proving to be very effective. Half of the calls triggered by an alert lead to a client meeting, and another 27% result in clients setting up a follow-up call. Within just the first three months after launching, these alerts have driven a…
…or calls that were enhanced by personalized tips resulted in a personal meeting 1,000 New personal client meetings from personalized tips within the first three months To streamline customer service and boost customer engagement, Česká Spořitelna,…
AI capabilities
Recommendation & Personalization
…engagement, Česká Spořitelna, part of Erste Group, recognizes the importance of empowering branch advisors with personalized conversation starters that cater to individual client needs and interests. As a leading financial institution with roots going back to 1819, the bank has…
Headline outcome
…or calls that were enhanced by personalized tips resulted in a personal meeting 1,000 New personal client meetings from personalized tips within the first three months To streamline customer service and boost customer engagement, Česká Spořitelna,…
Use case type
Personalisation
…engagement, Česká Spořitelna, part of Erste Group, recognizes the importance of empowering branch advisors with personalized conversation starters that cater to individual client needs and interests. As a leading financial institution with roots going back to 1819, the bank has…
Deployment model
cloud
…a and DataSentics, an Eviden business, utilized the custom product Persona 360, built on the Databricks Data + AI Platform and deployed on Azure cloud. This integration capitalized on a suite of Databricks products such as Delta,…
