Company
The machine learning model developed by our company is constantly learning from the feedback of the sales staff. Through data analysis of the sales team's success and failure cases, the system can calculate the most suitable financial product for a customer based on their background information, which is inputted by the sales staff during the sales process. The system identifies similar customers who have purchased products with a high success rate and provides reference sales opinions and strategies to the sales staff. This allows the system to tailor the most comprehensive investment plan for each customer, increasing the sales staff's closing rate.
Technology
The machine learning model calculates the products with the highest probability of successful sales for the sales staff of financial institutions.
