CustomerMatrix is an artificial intelligence Saas that helps Global banks manage customer relationship

Country: USA
Year:  2013


  • CustomerMatrix is a SaaS leader in artificial intelligence that global banks and insurance companies use to help grow revenue and deepen client relationships
  • Opportunity Science™ is the underpinning, powerful SaaS based, artificial intelligence engine that helps relationship managers and line of business leaders to optimally manage account performance
  • Customer Matrix has raised $16M funds
  • Recognized by the top 20 global banks and leading strategic consulting firms as one of the top FinTech companies in its category

Consumer Benefits

  • Productivity accelerator: Relationship manager manages account performance optimally, they receive market knowledge and customer insights, and action alerts to continuously detect & capture hidden sales opportunities.
  • Account Penetration / Coverage Optimization: Maximize Account Coverage / Wallet Share, engage customers and deepen relationships, never missing a client opportunity
  • Identify untapped business opportunities: customize parameters, organize opportunities by business, region, product, and customer

How It Works

The solution is a cloud based software as a service


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