Case | Finances

Industry Case Study

Better service for customers

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People's awareness of financial management and investment is increasing, and the "new finance" model represented by online finance and mobile payments is flourishing. Due to a wide range of customer groups and unfocused efforts, banks need to change their approach from being solely product-centered to one that's more user-centered. For banks to provide personalized products and services, they need to accumulate user data assets.

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30+

boost in returning customers

AUM

core business line improvement

Client Background

As information technology continues to evolve, people's reliance on offline channels is gradually decreasing, and mobile financial interactive software has become an important bridge for banks to interact with consumers. As one of the most historical foreign banks in China, the brand was facing the challenges of digital transformation. They need to understand their customers better and provide more personalized services to break out in the field of serious product homogenization.

Industry

Finance

Products Purchased

HOA

Evolving Challenges

A Lack of Internal Data Structuring

The bank's internal and external data structure is not aligned, data management is restricted by multiple levels, and data is not connected across departments.

An Extensive and Diverse Customer Base Makes Precise Analysis Difficult

The bank caters to almost demographics (except young children), and the service content focuses on different groups, so account managers need to spend more energy providing personalized services.

Products Lack Personalization, Resulting in Low Conversions

In this market, the homogenization of financial apps is a serious disadvantage, especially with users' needs changing day by day.

Difficulty Identifying High-Value Leads, a Lack of Customer Profiles

While maintaining current users, we need to explore incremental long-term users and refine operations.

Our Solutions

Data Management

Unify Data Structure and Establish a Data Hub

HYPERS builds big data platforms, designs the overall technical architecture, manages data, and migrates historical data into our systems.

Build an Integrated System to Standardize Data Collection

HYPERS structurally manages data monitoring and integrates each touchpoint, guaranteeing the data source quality, and expanding the breadth and depth of data.

User Operations

Collect Behavior Data to Supplement User Profiles

Customize user tags based on behavior data within the APP and applet. Also, integrate multi-terminal data to draw complete user profiles and provide accurate marketing services and decisions for customers.

Analyze Behavioral Data and Optimize Platform Functions

Organize product structure and business processes, build key indicators, continuously improve application functions, and enhance user retention and conversion.

Precise Targeted Marketing, Attracting More Users

Based on user tags, analyzing user needs, collaborative filtering algorithms, and personalized information for target groups. These efforts improve the efficiency of attracting leads while reducing conversion costs.

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