CREATIVE STUDIO

Расчет основных метрик и KPI

для достижения ожидаемой прибыли рекламных вложений в Google Ads

Question 1

File upload

Question 2

Jaki departament

Inny

Question 3

Jakie stanowisko

Textfield

Question 4

Czy posiadacie Państwo scentralizowany system i informacje o kliencie SME

Czy posiadacie Państwo scentralizowany system i informacje o kliencie SME *

Tak

Nie

z jakich narzędzi informatycznych Państwo korzystacie

Z jakich narzędzi informatycznych Państwo korzystacie *

Inhouse

CRM

Inne

w ilu systemach Państwa instytucja gromadzi dane o kliencie

W ilu systemach Państwa instytucja gromadzi dane o kliencie *

Transakcyjny

Core

Contact center

CRM

Question 5

Czy analizujecie Państwo dane o klientach SME? Jeśli tak, to w jakim celu?

Czy analizujecie Państwo dane o klientach SME? Jeśli tak, to w jakim celu? *

Offer personalisation

Better customer experience

Customer loyalty

Customer retention (ROX)

Back office suport

Rising customer expectation

Question 6

Jakie są Państwa główne potrzeby w odniesieniu do automatyzacji działań marketingowych prowadzonych z klientami SME?

Jakie są Państwa główne potrzeby w odniesieniu do automatyzacji działań marketingowych prowadzonych z klientami SME? *

Pozyskanie klienta

Dynamiczne oferty dla prospektów

Dynamiczna segmentacja klientów oparta o wybrane dane

Profilowanie klientów

Przygotowanie oferty utrzymaniowej wspierającej sprzedaż

Zwiększenie uproduktowienia klientów (cross/upssell produktowy)

Utrzymanie klienta

Przedstawienie szczegółowych analiz bazy klientów

Indywidualna oferta produktowa

Question 1

Please input your Country

Please input your Country *

Question 2

Represented institution

(Please choose 1 answer)

Other_1 *

Question 3

Which department:

(Please choose 1 answer)

Other_2 *

Question 4

Position held:

(Please choose 1 answer)

Position held: *

Other_3 *

Question 5

What is your greatest challenge in 2021?

(Please choose 1 answer)

What is your greatest challenge in 2021? *

Better product proposition for SME customers

Optimization of customer service costs

Increased support for SME customers

Question 7

Do you analyze data about SME customers?
If so, for what purpose?

(You can choose several answers here)

Do you analyze data about SME customers? If so, for what purpose? *

Other_4 *

Question 8

What are your main needs with regard to the automation of marketing activities conducted with SME clients?

(You can choose several answers here)

What are your main needs with regard to the automation of marketing activities conducted with SME clients? *

Customer acquisition

Dynamic offers for prospects

Dynamic customer segmentation based on selected data

Preparation of a maintenance offer supporting sales

Increasing the productiveness of customers (product cross / upsell)

Customer retention

Presenting detailed analyzes of the customer data

Individual product offer

Other

Other_5 *

Question 9

What may make you decide to purchase a central system for analyzing data about SME customers?

(You can choose several answers here)

What may make you decide to purchase a central system for analyzing data about SME customers? *

Higher purchase conversion of financial products

Reducing office costs

ROI for promotional and sales activities

Increasing the efficiency of customer service and its improvement

Efficient introduction of new products

Other

Other_6 *

Question 10

How important are the following tools supporting the acquisition of new customers for your institution?

(Please select from 1 to 4, where 1 is the most important, and 4 is the least important)

Preparation of offers for leads

Analysis of leads (qualification / profiling)

Preparation of automatic product offers supported by AI mechanisms

Marketing automation tools

Question 11

Is the analysis of the SME customer life cycle important (from the moment of acquiring until the customer leaves)?

(Please choose 1 answer)

Is the analysis of the SME customer life cycle important (from the moment of acquiring until the customer leaves)? *

Yes

Question 12

Is artificial intelligence used in your financial institution?

(If yes, you can choose several answers)

Is artificial intelligence used in your financial institution? *

Yes

in the following areas

Question 13

Are there any plans to implement AI in your institution?

(Please choose 1 answer)

Are there any plans to implement AI in your institution? *

Yes

yes *

1 year

2 years

3-5 years

Above 5

Question 14

At what stage of implementation of AI-based solutions is your institution?

(Please choose 1 answer for each question)

Machine learning models in compliance/AML

Customer Data Platform with machine learning models

Marketing automation with machine learning models

Question 15

Which of the following business outcomes have the greatest potential to be achieved through the use of AI?

(You can choose several answers here)

Which of the following business outcomes have the greatest potential to be achieved through the use of AI? *

Question 16

In which parts of your organisation's value chain do you see the greatest use of AI implementation?

(You can choose several answers here)

In which parts of your organisation's value chain do you see the greatest use of AI implementation? *

Creating actionable insights from data

Moving from product to customer focus

Working with all legacy systems

Managing and analyzing customer data to next best offer

Flexible sales processes

Question 17

Please rank the challenges associated with implementing AI within your organization:

(Please select from 1 to 7, where 1 is the most important, and 7 is the least important)

Lack of a specialized data science team

Integration into company culture and processes

Integration into existing tools

Finding budget

Legal constrains

No implementation effects

Too few references to the effectiveness of AI use

Price

* Required

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Расчет основных метрик и KPI

Jaki departament

Jakie stanowisko

Czy posiadacie Państwo scentralizowany system i informacje o kliencie SME

z jakich narzędzi informatycznych Państwo korzystacie

w ilu systemach Państwa instytucja gromadzi dane o kliencie

Czy analizujecie Państwo dane o klientach SME? Jeśli tak, to w jakim celu?

Jakie są Państwa główne potrzeby w odniesieniu do automatyzacji działań marketingowych prowadzonych z klientami SME?

Please input your Country

Represented institution

Which department:

Position held:

What is your greatest challenge in 2021?

Do you have a centralized SME customer data system (data in one place)?

in the following tools:

data are separately collected in:

Do you analyze data about SME customers? If so, for what purpose?

What are your main needs with regard to the automation of marketing activities conducted with SME clients?

What may make you decide to purchase a central system for analyzing data about SME customers?

How important are the following tools supporting the acquisition of new customers for your institution?

Preparation of offers for leads

Analysis of leads (qualification / profiling)

Preparation of automatic product offers supported by AI mechanisms

Marketing automation tools

Is the analysis of the SME customer life cycle important (from the moment of acquiring until the customer leaves)?

Is artificial intelligence used in your financial institution?

in the following areas

Are there any plans to implement AI in your institution?

Yes

At what stage of implementation of AI-based solutions is your institution?

Machine learning models in compliance/AML

Customer Data Platform with machine learning models

Marketing automation with machine learning models

Which of the following business outcomes have the greatest potential to be achieved through the use of AI?

In which parts of your organisation's value chain do you see the greatest use of AI implementation?

Please rank the challenges associated with implementing AI within your organization:

Lack of a specialized data science team

Integration into company culture and processes

Integration into existing tools

Finding budget

Legal constrains

No implementation effects

Too few references to the effectiveness of AI use

Do you have a centralized SME customer data system
(data in one place)?

Do you analyze data about SME customers?
If so, for what purpose?