Use casesUpsell and Cross-sell

Boost your upselling and cross-selling processes to improve your ROI.


Cross-selling and upselling with traders were challenging

The client wanted to diversify revenue streams from post-trade services. To do that, the clearing time for stocks must be shortened so that more trades can be processed at a time.

Solution helped to quickly match the trade details of both buyers and respective sellers. Thereafter, the conversational AI chatbot interacted with the buyer to gather demographics, lifestyle, etc. It extended the analysis of data to segment traders based on their behaviors, preferences, and interests. Using the rules recommendation engine, the information acquired was then utilized to deliver personalized statistics on the stocks they traded as well as recommendations on where to invest next.


  • Significantly boost revenues
  • Higher customer satisfaction and retention

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