Relationship Managers (RMs) and operations staff faced a fragmented view of customer data. Information lived across CRM, audit logs, interactions, product accounts, KYC records, and performance dashboards. Each query required navigating multiple systems, slowing down decision-making and impacting customer engagement quality.
Sphere IT deployed the 360° Data Genie, an AI-powered unified customer intelligence agent that consolidates all datasets into a single conversational interface. The solution integrates accounts, loans, investments, interactions, audit trails, and KYC history into an interactive BI-style cockpit. Users can query the system naturally (“Show recent audit flags,” “What products is this customer missing?”), and the agent instantly retrieves, correlates, and visualizes data across previously siloed platforms.
The impact:
- 70% reduction in time spent retrieving customer data
- 15% increase in cross-sell success, driven by surfaced gaps and tailored recommendations
- 30% faster customer activation, due to quicker checks and consolidated insights
This solution transformed RM's workflows, enabling contextual, personalized discussions with customers. Operations teams gained deeper visibility into processes, while leadership received actionable analytics on performance trends.
The 360° Data Genie now serves as the bank’s single pane of glass for customer intelligence, improving productivity and strengthening customer engagement across retail and corporate banking.