Case Study

AI-based lead generation

for optimal customer service

DDG AG develops AI- and data-based products and services in a co-innovation with medium-sized companies and establishes innovative joint ventures as a result.

Our partner is one of the leading private banks with many offices around the world. In addition to advising and managing the assets of private and corporate clients, its business activities also include asset management for institutional investors and fund services.

Our partner’s main focus is on satisfied customers and long-term customer loyalty.

Roxana Dragomir

Your contact person

Roxana Dragomir

Partner & Business
Development Manager

The Solution

Our partner has a customer base in the mid four-digit range. Due to the large number of customers, it is hardly possible for employees to maintain an active connection with all existing customers and acquire new customers at the same time.

As a result, sales potential is often not recognized at an early stage and cannot be realized accordingly.

With the help of our solution, existing and potential (new) customers are first identified and analyzed by AI.

Value-added for our Partner

Individual data points are enriched to perform so-called “cluster analyses”.

The trained AI is applied to the entire customer base to uncover data patterns and identify business-relevant signals. This allows appropriate sales measures to be initiated at an early stage (e.g. lead generation or churn management).

Efficiency and revenue per employee are noticeably increased.

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