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:

customer matrix clients

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.

capco

CustomerMatrix has become an integral part of our company’s Digital Transformation strategy in B2B Banking.

atos

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™

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.

Chief Transformation Officer, Leading Bank

The CustomerMatrix team improved new sales yield in our affluent segment by 25% utilizing their AI platform.

Digital Director & Chief Data Officer

Nobody else can do this.

Chief Executive Officer, Global Financial Services Software and Managed services company

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

Leveraging AI For Revenue Acceleration

Why CustomerMatrix is the Ideal FinTech Partner for Capturing Growth

unprecedented data
highest value
machine learning
untapped revenue

Investment Banking

Corporate Banking

Private Banking

Insurance

CustomerMatrix Recent and Upcoming Events

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
1350 Broadway
Suite 1902
New York, NY 10018, USA
+ 1 212 564 3039

Paris Office
14 Avenue Trudaine
75009 Paris, France
+ 33 1 77 75 73 00

London Office
6 Mitre Passage, Suite 711
Greenwich Peninsula SE10 OER
London, UK
+ 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

Singapore Office
80 Robinson Road, Level 8 
Singapore 068898
+ 65 64692635