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CI for Wealth Management: 2-Wk Proof of Concept

AKA, an HSO Company

2 Week Customer Insights Proof of Concept (PoC) for Wealth Management

Our 2-week Proof of Concept (POC) offering helps your organization discover the value of implementing a true Customer Data Platform (CDP). We will work on understanding the key elements you need to identify about your clients, and where all this information exists. A POC dashboard will be created with your data to show the true potential of Microsoft Customer Insights and develop the initial steps of a robust customer strategy for your organization.

Our Offering Includes:

  • Discovery workshop to understand your key customer data indicators, and what would entail to combine them into a single view, where you can identify the KPIs and metrics that are critical for your organization.
  • A POC deployment in a sandbox environment, where you can discover the potential of a Microsoft Customer Insights implementation. This will include:
  • Sample data uploaded from up to 2 sources using Excel-based data
  • Configuration of basic customer profiles and measures using the data sources and data elements identified during the discovery workshop session
  • Configuration of a basic PowerBI dashboard with up to 2 different views

Resources and Pricing

  • The engagement will include a Customer Insights Architect and a Financial Services practice specialist.
  • Estimated cost is based on negotiated statement of work.
Gyorsnézet
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