Category Archives: Acquisition
Credit card issuer: Marketing analytics platform modernization & targeting models
We implemented a marketing analytics platform modernization engagement for a large credit card issuer, consisting of linkage to the enterprise data warehouse, development of several targeting models, scoring integration into the warehouse, and development of automated reporting on campaign performance. … Continue reading
Retail online bank: High-performance scoring
For the online banking division of a leading retail bank, we replicated the bank’s predictive response scorecard for online offers and then deployed it as a high-performance database query function that reduced score processing time by a factor of 10, … Continue reading
Posted in Acquisition, Analytics architecture, Banking
Leave a comment
Payments processor: Targeted incentive campaign scoring
We ran the campaign targeting, scoring and performance measurement process for a leading payment processor’s targeted merchant mail campaign over an 18-month period. We developed transaction-based behavioral segmentation and scoring routines to maximize incremental credit card spend that routinely outperformed … Continue reading
Posted in Acquisition, Analytics lifecycle, Credit, Cross-selling, Scorecarding
Leave a comment
Brokerage: financial advisor contact targeting
We developed a behavioral segmentation strategy and a pair of predictive scorecards for a money management firm that sought to better target their non-captive financial advisors for sales outreach leading to increased assets under management. The segmentation was comprised of … Continue reading
Posted in Acquisition, Brokerage, Cross-selling, Scorecarding
Leave a comment
Credit card issuer: Initial line assignment optimization
We developed a mathematical optimization routine for a leading domestic credit card issuer to maximize risk-weighted net income by assigning the ideal initial credit line to each account at booking. Deliverables included behavioral segmentation tied to credit risk, utilization, balance … Continue reading
Posted in Acquisition, Credit, Optimization, Risk management, Scorecarding
Leave a comment
Brokerage: high-volume model scoring
We developed a pair of predictive scorecards for the marketing analytics department of a retail brokerage that estimated likely adoption of a bond product offering, and the expected assets under management volume for a group of several million accounts. We … Continue reading
Credit card issuer: sales forecasting
We developed a monthly econometric revenue forecasting system for a leading domestic credit card issuer to project revenue lines (finance charge, balance transfer, cash advance, late fee and interchange) as a baseline for targeting and measuring marketing campaign impact. The … Continue reading
Brokerage: Sales leads assignment optimization
We developed a mathematical optimization routine for a retail investment brokerage to maximize weekly sales NPV by assigning the ideal sales lead per account and financial advisor across 2+ million accounts and thousands of advisors, by day over a multiple-period … Continue reading
Posted in Acquisition, Brokerage, Cross-selling, Optimization
Leave a comment