Combine data science and client segmentation to assess client value based on recency, frequency, and monetary data.
- By leveraging advanced computational and statistical models available in tools like Azure Synapse, firms can gain deeper insights from diverse data sources.
- The RFM (recency, frequency, and monetary value) model for categorizing financial transactions with clients allows for segmentation of clients.
- The RFM model can be expanded with marketing data such as CRM events, ERM scraped activities, and martech campaigns.
- Analytics
- Business development
- Client centricity
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