Improving Advisor Outreach with AI Personalization at Erste

50%

Of advisor calls that were enhanced by personalized tips resulted in a personal meeting

1,000

New personal client meetings from personalized tips within the first three months

≈32%

of branch advisors clicked on their personalized tips shortly after the solution was rolled out

“Advisors can easily see what happens within their portfolio and are in contact with the clients exactly when they need it the most. Thanks to the solution using Databricks, we are now even closer to our customers and can promptly react to their needs and life situations.”

Eugenia Markhovska

Domain Lead

Česká Spořitelna, Part of Erste Group

About the Client

Erste Group Bank AG is a prominent financial services provider in Central and Eastern Europe, with Česká spořitelna as its largest member. They offer comprehensive banking solutions including retail banking, corporate financing, and wealth management to over 16 million customers.

To streamline customer service and boost engagement, Česká Spořitelna, a key member of the Erste Group, has decided to empower branch advisors with personalized conversation starters tailored to individual client needs. To achieve the final use case of AI-driven personalization, it has been necessary to tackle the challenges posed by the complexity of modern financial products and the scattered nature of data across various teams and tools. 

-> Read the full customer story on our partner's website, Databricks

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Key contacts

David Vopelka - DataSentics

David Vopelka

FS&I Lead & AI Personalization Expert