CustomerMatrix is the trusted pioneer in artificial intelligence that global banks and insurance companies use to help exponentially grow revenue and deepen their relationships.
Recognized by the top 20 global banks and leading strategic consulting firms as one of the top FinTech companies in its category:
What Industry Transformation Leaders are Saying
The CustomerMatrix technology is best in class and enables us to quickly deliver the value of AI to our clients.
CustomerMatrix helps identify true revenue-generating opportunities in this intensely competitive financial ecosystem.
CustomerMatrix has become an integral part of our company’s Digital Transformation strategy in B2B Banking.
CustomerMatrix’s Powerful AI Engine for Financial Services:
Pinpoint and Capture Your Hidden Growth Potential
We invented Opportunity Science™ to eliminate your opportunity blind spots.
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. Clients dynamically receive refreshed, market knowledge and customer insights and action alerts to continuously detect & capture hidden sales opportunities.
Key Offerings for Global Financial Banks and Insurance Firms
Account Penetration / Coverage Optimization
- Maximize Account Coverage / Wallet Share
- Engage Customers and Deepen Relationships
- Never miss a client opportunity
New Customer Acquisition
- Minimize Account Preparation/Administrative
- Gain Client Facing Time and Sell to Who Matters Most
- Capture Higher Value Clients with a Warm Introduction
Growth Performance Monitoring / Benchmarking
- Outthink and Outsell the Competition.
- Market Leading Barometer and Information
- Drive Better Individual and Group Performance
Love the fact that you focus on business results.
The CustomerMatrix team improved new sales yield in our affluent segment by 25% utilizing their AI platform.
Nobody else can do this.
Unprecedented Strategic Influence Network
GAIN ACCESS TO A HIGHER, PERFORMING STRATEGIC NETWORK.
Dynamically, refreshed, global universe of over 450 million connections that are visible and accessible via warm introduction.
Intelligent Sales Leads
OPTIMIZE ACCOUNT COVERAGE AND WALLET SHARE.
Real-time, qualified leads with powerful customer and market insights that are seamlessly delivered to your email or CRM.
Close Revenue Gaps
PINPOINT UNTAPPED GROWTH AREAS.
Identify untapped business opportunities by customizing your parameters. Organize opportunities by business, region, product, and customer.
Featured Case Studies and Thought Leadership
Why CustomerMatrix is the Ideal FinTech Partner for Capturing Growth
CustomerMatrix Upcoming Events
Paris FinTech Forum
True Global Ventures, SHANGHAI
True Global Ventures, HONG KONG
NextMoney Guy Mounier, CEO & Co-founder of CustomerMatrix – Changing Face of Customer Experience in Financial Institutions
Global Banks are Inundated with Data and Information and Challenged to Find Their Most Efficient Path to Growth
Artificial Intelligence is the Answer.
The Opportunity Science™ Company
New York Headquarters
New York, NY 10018, USA
+ 1 212 564 3039
14 Avenue Trudaine
75009 Paris, France
+ 33 1 77 75 73 00
6 Mitre Passage, Suite 711
Greenwich Peninsula SE10 OER
+ 33 1 77 75 73 00
Hong Kong Office
16F, Man Yee Building
68 Des Voeux Road Central, Suite 1618
Hong Kong, Hong Kong
+ 852 5808 6186
80 Robinson Road, Level 8