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Industry Solutions
Under increasingly stringent financial regulations and evolving customer demands for diversified, personalized high-quality experiences, financial institutions - particularly banks - face significant challenges in implementing comprehensive customer value assessments for internal precision management and external differentiated operations.
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Escalating Customer Management Requirements
Evolving market dynamics and intensifying competition, coupled with customers' growing sophistication and diversified demands, are driving higher requirements for customer relationship management.
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Transition from Extensive to Precision Management
Traditional extensive management approaches can no longer meet operational requirements, necessitating precision management systems to enable full lifecycle customer engagement.
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Need for Differentiated Management
Traditional extensive management approaches can no longer meet operational requirements, necessitating precision management systems to enable full lifecycle customer engagement.
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Develop holistic customer value perspectives and tagging systems | Enable internal differentiated resource allocation and performance management, while delivering tiered benefits and customized product pricing externally.Develop holistic customer value perspectives and tagging systems | Enable internal differentiated resource allocation and performance management, while delivering tiered benefits and customized product pricing externally.
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Customer Value Assessment Model Development | Build configurable assessment models covering financial, non-financial and ecological value dimensions. Implement precision measurement of customer revenue streams and cost allocation based on existing banking systems, enabling profit calculation at individual customer level.Customer Value Assessment Model Development | Build configurable assessment models covering financial, non-financial and ecological value dimensions. Implement precision measurement of customer revenue streams and cost allocation based on existing banking systems, enabling profit calculation at individual customer level.
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Full Lifecycle Management Mechanism | Establish end-to-end management system encompassing team structures, operational processes, and digital tools. Deliver multi-dimensional analysis and monitoring from both customer engagement and business management perspectives to meet precision governance requirements.Full Lifecycle Management Mechanism | Establish end-to-end management system encompassing team structures, operational processes, and digital tools. Deliver multi-dimensional analysis and monitoring from both customer engagement and business management perspectives to meet precision governance requirements.
The financial value assessment model incorporates both revenue and asset scale to provide a more holistic evaluation.
By enabling customer-level attribution of various income streams and the scientific allocation of associated costs, the model objectively reflects each customer's revenue and profit contribution.
The customer value evaluation model supports parameter adjustments across different organizational levels and offers multi-dimensional statistical analysis to align with evolving retail business strategies.
Through intuitive visualizations, the platform supports the needs of both front-line marketing staff and management across a wide range of business scenarios.
