Grow Cash Portfolio by Preventing Balance Attrition

Daily balance volatility makes it difficult to differentiate normal and abnormal balance changes

AI-based, interpretable warning signals identify risky balance behavior

Each relationship manager is responsible for too many clients to monitor account activity

AI-based predictions alert relationship managers of impending balance attrition

Relationship managers make decisions based on an incomplete view of the client relationship

360-degree customer view unifies client relationship and activity data

Existing solutions provide only backward-looking analysis

AI models identify anomalous client account balance activity

Treasury teams do not have an accurate view of client rate sensitivity

AI-based rate and price sensitivity predictions enable targeted rate and pricing decisions

Existing solutions do not provide recommended actions for high risk clients

AI-based recommendations and advanced interpretability support optimal client offers