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B12: Personalised Customer Insights

Proposal submission date
Start date: November 23rd, 2020 End date: December 9th, 2020

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Problem Statement Information

Fintech, General, Digital Channel

Problem statement tags
#leads #fintech #digitalization

Detailed Description
How might we ethically leverage customer data to empower our financial consultants to make the sales process more personalized, smoothier and friendlier?

Traditional insurance agents rely on personal relationship to close sales, but this approach is not always relevant to urban customers and new generation insurance agents. We are looking for solutions that help us to understand our potential customers and their life/ financial needs better, and deliver these insights our insurance agents so they are able to make product recommendations that better meet the customer's needs.


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