Crux Intelligence is designed to drive analytic adoption for Bandhan Mutual Funds.

The Problem

One of India’s largest Asset Management Companies needed a more efficient way for their Relationship Managers (sales team) to access their sales achievement KPIs as they were out in the field. They also needed a way to evaluate customer buying history to predict the best products for each sales rep to pitch to individual customers.

The Solution

Crux Intelligence brought in data from sales interactions, external data sources and clients’ custom prioritization models to provide real-time intelligence on their customers.
Now the Relationship Manager could type the distributor code and get a 360-degree view of distributor performance.
RMs were able to track their performance & receive notifications on their cell phone every time there was an anomaly/deviation in the data.
RMs could query and create quick dashboards without relying on Analytics/ Business Intelligence teams.