One of the portfolio firms for a PE fund was involved in mortgages for retirement age band. They were facing stunted growth and wanted to get creative on their product offerings and enhancing customer experience. There was also a delay on turn around time to respond to clients.

Through cognitive automation and data analysis, customer segmentation based on revenue and CLV analysis helped target different products. Reducing the turn around time through robotics enabled increase NPS and hence customer value. In three quarters, there was revenue growth with 70% straight through processing using smart KYC.